Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,928 | $58,655+77.2% | $91,994+13.0% | $65,186+59.4% |
| Participation rate | 97.6% | 75.3%+22.3pp | 78.6%+18.9pp | 70.2%+27.4pp |
| Annual return | 15.89% | 33.92%-18.0pp | 69.04%-53.1pp | 29.39%-13.5pp |
| Employer contribution / active EE | $4,581 | $2,080+120.2% | $3,453+32.7% | $2,177+110.4% |
| Participant deferral / active EE | $7,073 | $5,474+29.2% | $5,924+19.4% | $3,514+101.3% |
| Admin fee / account holder | $102 | $434-76.5% | $7,744-98.7% | $847-87.9% |