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 6-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,351 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,153 | $107,934-29.4% | $91,989-17.2% | $152,861-50.2% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 21.82% | 89.24%-67.4pp | 69.02%-47.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $12,030 | $4,210+185.8% | $3,452+248.5% | $4,762+152.6% |
| Participant deferral / active EE | $50,914 | $6,364+700.0% | $5,923+759.6% | $5,850+770.3% |
| Admin fee / account holder | $282 | $10,520-97.3% | $7,743-96.4% | $11,596-97.6% |