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 | $52,353+205.4% | $120,225+33.0% | $82,448+93.9% |
| Participation rate | 98.4% | 58.3%+40.1pp | 69.6%+28.8pp | 68.1%+30.3pp |
| Annual return | 10.84% | 61.85%-51.0pp | 439.23%-428.4pp | 41.64%-30.8pp |
| Employer contribution / active EE | $7,231 | $1,510+378.9% | $3,475+108.1% | $2,551+183.5% |
| Participant deferral / active EE | $7,144 | $2,627+172.0% | $3,999+78.7% | $4,139+72.6% |
| Admin fee / account holder | $73 | $4,363-98.3% | $5,696-98.7% | $7,234-99.0% |