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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,685 | $47,126+355.6% | $149,673+43.4% | $74,419+188.5% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.8pp | 70.7%+21.9pp |
| Annual return | 15.54% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $10,450 | $1,905+448.4% | $4,818+116.9% | $2,637+296.2% |
| Participant deferral / active EE | $6,695 | $2,728+145.4% | $5,680+17.9% | $4,528+47.9% |
| Admin fee / account holder | $281 | $343-17.9% | $13,210-97.9% | $348-19.1% |