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 60 · EIN 04-2647786 | Sub-TA Fees | $99,724 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $37,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $321,202 | $78,275+310.4% | $109,143+194.3% | $86,799+270.1% |
| Participation rate | 95.5% | 73.8%+21.7pp | 75.9%+19.6pp | 72.3%+23.2pp |
| Annual return | 15.25% | 19.14%-3.9pp | 25.75%-10.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $13,149 | $3,105+323.5% | $3,722+253.3% | $2,405+446.7% |
| Participant deferral / active EE | $8,089 | $3,641+122.2% | $4,653+73.8% | $4,131+95.8% |
| Admin fee / account holder | $145 | $198-27.2% | $6,752-97.9% | $170-14.8% |