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 LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $58,603 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $18,790 |
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 | $169,139 | $69,763+142.4% | $67,502+150.6% | $74,495+127.0% |
| Participation rate | 99.2% | 71.4%+27.9pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 12.13% | -40.34%+52.5pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,291 | $2,704+132.6% | $2,731+130.4% | $2,623+139.8% |
| Participant deferral / active EE | $6,747 | $3,636+85.6% | $4,000+68.7% | $4,346+55.2% |
| Admin fee / account holder | $369 | $896-58.8% | $3,998-90.8% | $1,942-81.0% |