See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,197 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$463 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,229 | $69,305+141.3% | $82,313+103.2% | $69,631+140.2% |
| Participation rate | 98.6% | 80.3%+18.3pp | 76.9%+21.7pp | 70.7%+27.9pp |
| Annual return | 16.32% | 21.47%-5.1pp | 25.88%-9.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $5,543 | $1,887+193.8% | $2,428+128.3% | $2,032+172.8% |
| Participant deferral / active EE | $6,604 | $3,568+85.1% | $3,706+78.2% | $3,224+104.9% |
| Admin fee / account holder | $180 | $97+84.9% | $5,608-96.8% | $110+62.7% |