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 8-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 LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,257 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,377 | $106,028-32.7% | $146,958-51.4% | $77,643-8.1% |
| Participation rate | 92.5% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 11.08% | 56.73%-45.7pp | 418.34%-407.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,586 | $4,063-61.0% | $4,933-67.9% | $2,726-41.8% |
| Participant deferral / active EE | $5,728 | $7,990-28.3% | $8,070-29.0% | $4,647+23.3% |
| Admin fee / account holder | $254 | $337-24.8% | $12,998-98.0% | $430-41.0% |