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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,018 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,148 | $64,480+4.1% | $81,382-17.5% | $80,856-17.0% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.9pp | 67.6%+29.7pp |
| Annual return | 11.53% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,329 | $1,978+17.7% | $2,463-5.4% | $2,755-15.5% |
| Participant deferral / active EE | $5,884 | $3,094+90.2% | $3,883+51.5% | $4,296+37.0% |
| Admin fee / account holder | $240 | $5,671-95.8% | $5,768-95.8% | $6,918-96.5% |