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 4-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 LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $49,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,901 | $87,870-33.0% | $113,168-48.0% | $74,304-20.7% |
| Participation rate | 91.6% | 70.7%+20.9pp | 76.6%+15.0pp | 60.3%+31.3pp |
| Annual return | 18.48% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,635 | $2,277+15.7% | $2,975-11.4% | $2,241+17.6% |
| Participant deferral / active EE | $3,696 | $4,241-12.8% | $5,107-27.6% | $3,767-1.9% |
| Admin fee / account holder | $464 | $3,368-86.2% | $12,068-96.2% | $2,969-84.4% |