Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,436 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,365 | $101,653+36.1% | $147,080-5.9% | $74,459+85.8% |
| Participation rate | 94.0% | 75.6%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 11.49% | 8754.98%-8743.5pp | 420.17%-408.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $8,204 | $3,813+115.1% | $4,933+66.3% | $2,626+212.4% |
| Participant deferral / active EE | $7,715 | $7,304+5.6% | $8,066-4.4% | $4,350+77.4% |
| Admin fee / account holder | $34 | $1,752-98.1% | $12,989-99.7% | $1,945-98.3% |