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 27 · EIN 26-0058143 | Advisory (Plan) | $35,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,733 | $88,042-43.5% | $138,135-64.0% | $79,858-37.7% |
| Participation rate | 89.0% | 71.4%+17.6pp | 78.7%+10.3pp | 69.6%+19.4pp |
| Annual return | 1.05% | 20.58%-19.5pp | 20.51%-19.5pp | 31.71%-30.7pp |
| Employer contribution / active EE | $74 | $3,103-97.6% | $5,587-98.7% | $2,471-97.0% |
| Participant deferral / active EE | $3,324 | $4,704-29.3% | $6,431-48.3% | $3,740-11.1% |
| Admin fee / account holder | $431 | $7,791-94.5% | $11,856-96.4% | $5,306-91.9% |