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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,578 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,593 | $104,919-19.4% | $116,228-27.2% | $85,563-1.1% |
| Participation rate | 90.6% | 78.6%+12.0pp | 74.6%+16.1pp | 66.0%+24.6pp |
| Annual return | 14.91% | 15.38%-0.5pp | 90.06%-75.1pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,686 | $3,485-51.6% | $2,994-43.7% | $2,654-36.5% |
| Participant deferral / active EE | $4,702 | $5,306-11.4% | $4,953-5.1% | $4,375+7.5% |
| Admin fee / account holder | $102 | $429-76.3% | $11,989-99.2% | $834-87.8% |