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 10-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 Service code 26 · EIN 26-0058143 | Advisory (Participants) | $45,327 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,556 | $60,989+117.3% | $60,874+117.8% | $66,914+98.1% |
| Participation rate | 97.6% | 74.5%+23.2pp | 73.1%+24.5pp | 69.8%+27.8pp |
| Annual return | -15.53% | -9.60%-5.9pp | 16.90%-32.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $6,551 | $2,661+146.2% | $2,701+142.5% | $2,544+157.5% |
| Participant deferral / active EE | $6,287 | $3,615+73.9% | $3,817+64.7% | $4,237+48.4% |
| Admin fee / account holder | $304 | $338-10.0% | $3,224-90.6% | $593-48.7% |