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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $54,554 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $13,965 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,157 | $84,784-25.5% | $98,439-35.8% | $74,419-15.1% |
| Participation rate | 58.6% | 81.5%-23.0pp | 75.2%-16.6pp | 70.7%-12.2pp |
| Annual return | 17.77% | 20.59%-2.8pp | 21.16%-3.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,550 | $3,364-53.9% | $3,048-49.2% | $2,637-41.2% |
| Participant deferral / active EE | $3,522 | $5,218-32.5% | $4,738-25.7% | $4,528-22.2% |
| Admin fee / account holder | $106 | $204-48.3% | $8,948-98.8% | $348-69.6% |