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 10-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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $49,533 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,565 | $73,638+85.5% | $108,410+26.0% | $79,386+72.0% |
| Participation rate | 88.0% | 77.4%+10.6pp | 80.1%+7.8pp | 70.7%+17.3pp |
| Annual return | 12.14% | 33.27%-21.1pp | 905.27%-893.1pp | 116.85%-104.7pp |
| Employer contribution / active EE | $7,138 | $2,397+197.8% | $3,558+100.6% | $2,427+194.1% |
| Participant deferral / active EE | $5,399 | $6,218-13.2% | $6,563-17.7% | $4,046+33.5% |
| Admin fee / account holder | $124 | $638-80.6% | $7,295-98.3% | $626-80.3% |