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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,533 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$78,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,754 | $122,239+131.3% | $184,203+53.5% | $74,495+279.6% |
| Participation rate | 61.1% | 85.5%-24.4pp | 86.8%-25.7pp | 67.2%-6.1pp |
| Annual return | 23.48% | 19.95%+3.5pp | 28.81%-5.3pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $1,730 | $4,537-61.9% | $6,427-73.1% | $2,623-34.1% |
| Participant deferral / active EE | $6,931 | $7,139-2.9% | $9,131-24.1% | $4,346+59.5% |
| Admin fee / account holder | -$203 | $1,260-116.1% | $13,901-101.5% | $1,942-110.4% |