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 | $43,225 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,011 |
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 | $25,870 | $43,233-40.2% | $185,117-86.0% | $77,958-66.8% |
| Participation rate | 84.5% | 64.2%+20.2pp | 77.3%+7.2pp | 71.6%+12.8pp |
| Annual return | 17.57% | 20.43%-2.9pp | 40.50%-22.9pp | 20.87%-3.3pp |
| Employer contribution / active EE | $732 | $1,312-44.2% | $4,182-82.5% | $2,310-68.3% |
| Participant deferral / active EE | $2,550 | $2,912-12.4% | $5,045-49.4% | $3,537-27.9% |
| Admin fee / account holder | $23 | $95-75.6% | $8,159-99.7% | $97-76.1% |