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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $356,991 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,221 | $103,918-21.8% | $94,646-14.2% | $80,160+1.3% |
| Participation rate | 91.7% | 85.8%+5.9pp | 80.8%+10.9pp | 72.9%+18.8pp |
| Annual return | 18.33% | 27.77%-9.4pp | 156.71%-138.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $1,621 | $3,539-54.2% | $3,672-55.9% | $2,978-45.6% |
| Participant deferral / active EE | $5,391 | $9,528-43.4% | $7,418-27.3% | $5,017+7.5% |
| Admin fee / account holder | $60 | $96-37.7% | $7,231-99.2% | $145-58.5% |