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) | $55,999 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $37,154 |
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 | $33,127 | $54,193-38.9% | $93,606-64.6% | $77,643-57.3% |
| Participation rate | 86.6% | 63.9%+22.7pp | 68.7%+17.9pp | 70.6%+16.0pp |
| Annual return | 14.81% | 30.54%-15.7pp | 133.20%-118.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $798 | $1,168-31.7% | $2,420-67.0% | $2,726-70.7% |
| Participant deferral / active EE | $4,462 | $3,144+41.9% | $4,411+1.2% | $4,647-4.0% |
| Admin fee / account holder | $147 | $576-74.5% | $8,285-98.2% | $430-65.9% |