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) | $90,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,680 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,623 | $50,815+371.6% | $155,509+54.1% | $77,643+208.6% |
| Participation rate | 83.4% | 63.1%+20.3pp | 78.2%+5.2pp | 70.6%+12.8pp |
| Annual return | 12.32% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $9,170 | $1,993+360.2% | $4,672+96.3% | $2,726+236.4% |
| Participant deferral / active EE | $5,963 | $2,822+111.3% | $5,626+6.0% | $4,647+28.3% |
| Admin fee / account holder | $327 | $437-25.0% | $15,912-97.9% | $430-24.0% |