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 SECURITIES LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $35,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,146 | $36,700-39.7% | $171,082-87.1% | $63,975-65.4% |
| Participation rate | 83.9% | 61.5%+22.4pp | 76.7%+7.2pp | 71.1%+12.8pp |
| Annual return | 8.16% | 12.80%-4.6pp | 32.56%-24.4pp | 48.65%-40.5pp |
| Employer contribution / active EE | $959 | $1,210-20.8% | $4,002-76.0% | $2,182-56.0% |
| Participant deferral / active EE | $2,816 | $2,696+4.4% | $4,797-41.3% | $3,356-16.1% |
| Admin fee / account holder | $20 | $68-70.7% | $8,520-99.8% | $70-71.9% |