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 SECURITIES LLC Service code 55 · EIN 26-0058143 | Other Commissions | $39,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,906 |
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 | $63,237 | $55,453+14.0% | $170,442-62.9% | $62,292+1.5% |
| Participation rate | 93.1% | 66.4%+26.7pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 18.59% | 21.38%-2.8pp | 205.93%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,570 | $2,164-27.4% | $5,433-71.1% | $2,042-23.1% |
| Participant deferral / active EE | $4,141 | $2,303+79.8% | $4,939-16.2% | $3,169+30.7% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |