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 4-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 LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,955 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,490 |
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 | $110,962 | $89,808+23.6% | $100,391+10.5% | $77,643+42.9% |
| Participation rate | 86.0% | 81.2%+4.8pp | 81.5%+4.5pp | 70.6%+15.4pp |
| Annual return | 17.64% | 20.62%-3.0pp | 49.20%-31.6pp | 31.24%-13.6pp |
| Employer contribution / active EE | $3,264 | $3,039+7.4% | $3,942-17.2% | $2,726+19.7% |
| Participant deferral / active EE | $12,456 | $8,284+50.4% | $8,082+54.1% | $4,647+168.0% |
| Admin fee / account holder | $29 | $174-83.5% | $7,899-99.6% | $430-93.3% |