Filed August 27, 2026 (most recent of 4 filings on file)
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 16 · EIN 26-0058143 | Consulting | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,116 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,626 | $134,045-30.9% | $80,019+15.8% | $75,289+23.0% |
| Participation rate | 94.4% | 85.8%+8.7pp | 75.8%+18.6pp | 72.4%+22.0pp |
| Annual return | -3.46% | -0.56%-2.9pp | 11.22%-14.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,995 | $3,492-14.3% | $2,468+21.3% | $2,405+24.5% |
| Participant deferral / active EE | $8,009 | $4,976+60.9% | $3,686+117.3% | $3,739+114.2% |
| Admin fee / account holder | $115 | $124-7.0% | $6,521-98.2% | $102+12.6% |