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 27 · EIN 26-0058143 | Advisory (Plan) | $50,808 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 · EIN 34-1542819 | Recordkeeping | $40,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,676 | $75,183+79.1% | $123,892+8.7% | $55,167+144.1% |
| Participation rate | 94.7% | 72.8%+21.8pp | 81.4%+13.2pp | 69.0%+25.7pp |
| Annual return | 7.41% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $6,019 | $2,823+113.2% | $4,617+30.4% | $1,963+206.7% |
| Participant deferral / active EE | $8,546 | $5,084+68.1% | $5,984+42.8% | $3,054+179.8% |
| Admin fee / account holder | $437 | $663-34.1% | $8,357-94.8% | $504-13.3% |