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 4-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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,394 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,449 | $79,171-64.1% | $102,423-72.2% | $74,495-61.8% |
| Participation rate | 90.5% | 74.8%+15.7pp | 76.5%+14.0pp | 67.2%+23.3pp |
| Annual return | 4.60% | 54.93%-50.3pp | 29.32%-24.7pp | 1364.94%-1360.3pp |
| Employer contribution / active EE | $1,332 | $2,362-43.6% | $3,023-55.9% | $2,623-49.2% |
| Participant deferral / active EE | $4,536 | $4,415+2.7% | $5,053-10.2% | $4,346+4.4% |
| Admin fee / account holder | $157 | $2,001-92.1% | $9,451-98.3% | $1,942-91.9% |