See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,507 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,638 |
TRUTINA FINANCIAL6+ years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $21,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $66,457-48.9% | $81,382-58.3% | $77,643-56.3% |
| Participation rate | 96.9% | 68.7%+28.2pp | 69.5%+27.4pp | 70.6%+26.4pp |
| Annual return | 8.66% | 15.93%-7.3pp | 24.73%-16.1pp | 31.24%-22.6pp |
| Employer contribution / active EE | $2,309 | $2,159+6.9% | $2,463-6.2% | $2,726-15.3% |
| Participant deferral / active EE | $3,938 | $3,679+7.0% | $3,883+1.4% | $4,647-15.3% |
| Admin fee / account holder | $361 | $583-38.0% | $5,768-93.7% | $430-16.0% |