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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,862 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $728,123 | $101,317+618.7% | $146,958+395.5% | $74,495+877.4% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 15.77% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $13,216 | $3,810+246.9% | $4,933+167.9% | $2,623+403.8% |
| Participant deferral / active EE | $11,024 | $7,303+50.9% | $8,070+36.6% | $4,346+153.7% |
| Admin fee / account holder | $447 | $1,739-74.3% | $12,998-96.6% | $1,942-77.0% |