See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Participants) | $15,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,883 | $53,516+198.8% | $126,539+26.4% | $84,808+88.5% |
| Participation rate | 98.4% | 58.2%+40.1pp | 69.8%+28.6pp | 68.3%+30.1pp |
| Annual return | 10.84% | 58.34%-47.5pp | 425.95%-415.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $7,231 | $1,535+371.2% | $3,674+96.8% | $2,631+174.8% |
| Participant deferral / active EE | $7,144 | $2,671+167.5% | $4,083+75.0% | $4,212+69.6% |
| Admin fee / account holder | $73 | $4,497-98.4% | $6,065-98.8% | $7,344-99.0% |