See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,888 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,643 |
Service code 10 · EIN 95-2089835 | Accounting | $23,182 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,816 | $122,186+2.2% | $146,958-15.1% | $199,593-37.5% |
| Participation rate | 98.4% | 78.3%+20.1pp | 82.2%+16.2pp | 72.0%+26.4pp |
| Annual return | 17.98% | 30.56%-12.6pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $5,016 | $4,093+22.5% | $4,933+1.7% | $3,034+65.3% |
| Participant deferral / active EE | $17,180 | $8,502+102.1% | $8,070+112.9% | $5,087+237.7% |
| Admin fee / account holder | $123 | $179-31.3% | $12,998-99.1% | $269-54.3% |