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 LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,164 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $79,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,920 | $44,897+198.3% | $84,966+57.6% | $199,593-32.9% |
| Participation rate | 58.4% | 45.7%+12.7pp | 67.5%-9.1pp | 72.0%-13.5pp |
| Annual return | 14.97% | 20.96%-6.0pp | 66.38%-51.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,818 | $1,365+33.2% | $2,727-33.3% | $3,034-40.1% |
| Participant deferral / active EE | $3,885 | $2,668+45.6% | $4,519-14.0% | $5,087-23.6% |
| Admin fee / account holder | $206 | $584-64.8% | $6,149-96.7% | $269-23.5% |