Filed August 14, 2026
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 LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 | Other Commissions | $27,999 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 55 | Other Commissions | $20 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS Service code 22 100 GATEWAY DR STE 300 · BETHLEHEM, PA 18017 | Insurance Broker | $0 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES, LLC Service code 22 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Insurance Broker | $0 |
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 | $51,791 | $46,732+10.8% | $156,549-66.9% | $55,167-6.1% |
| Participation rate | 86.9% | 65.8%+21.1pp | 84.0%+2.9pp | 69.0%+17.9pp |
| Annual return | 6.60% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,610 | $2,105-23.5% | $5,501-70.7% | $1,963-18.0% |
| Participant deferral / active EE | $2,970 | $2,204+34.8% | $4,871-39.0% | $3,054-2.7% |
| Admin fee / account holder | $133 | $418-68.1% | $13,027-99.0% | $504-73.5% |