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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,617 |
Service code 10 · EIN 95-2089835 | Accounting | $26,409 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,073 | $107,459-8.7% | $135,903-27.8% | $80,160+22.3% |
| Participation rate | 98.2% | 78.0%+20.1pp | 81.9%+16.2pp | 72.9%+25.2pp |
| Annual return | 26.44% | 91.91%-65.5pp | 68.23%-41.8pp | 40.38%-13.9pp |
| Employer contribution / active EE | $4,505 | $3,877+16.2% | $4,856-7.2% | $2,978+51.3% |
| Participant deferral / active EE | $15,224 | $8,195+85.8% | $7,758+96.2% | $5,017+203.4% |
| Admin fee / account holder | $100 | $127-20.9% | $10,762-99.1% | $145-30.7% |