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 LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $50,890 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,998 |
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 | $148,234 | $65,557+126.1% | $64,056+131.4% | $71,457+107.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.85% | 18.94%-2.1pp | 33.69%-16.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $5,843 | $2,669+118.9% | $2,747+112.7% | $2,588+125.8% |
| Participant deferral / active EE | $6,379 | $3,626+75.9% | $3,880+64.4% | $4,289+48.7% |
| Admin fee / account holder | $316 | $616-48.7% | $3,068-89.7% | $1,587-80.1% |