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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,337 |
Filed as: CAPFINANCIAL PARTNERS LLP Service code 27 · EIN 38-1357951 | Advisory (Plan) | $35,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,243 | $71,964-51.0% | $167,512-79.0% | $85,563-58.8% |
| Participation rate | 90.5% | 61.0%+29.5pp | 77.1%+13.4pp | 66.0%+24.5pp |
| Annual return | 18.23% | 18.83%-0.6pp | 1615.79%-1597.6pp | 31.51%-13.3pp |
| Employer contribution / active EE | $472 | $1,875-74.8% | $3,882-87.8% | $2,654-82.2% |
| Participant deferral / active EE | $4,611 | $4,110+12.2% | $6,405-28.0% | $4,375+5.4% |
| Admin fee / account holder | $197 | $815-75.8% | $9,769-98.0% | $834-76.4% |