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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $14,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,006 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,714 | $82,202-28.6% | $125,339-53.2% | $64,808-9.4% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -17.99% | 3.48%-21.5pp | 572.05%-590.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $5,839 | $3,615+61.5% | $4,814+21.3% | $2,506+133.0% |
| Participant deferral / active EE | $12,314 | $7,175+71.6% | $7,446+65.4% | $4,310+185.7% |
| Admin fee / account holder | $27 | $163-83.6% | $10,010-99.7% | $188-85.7% |