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 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $21,405 |
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $280 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,197 | $84,233+2.3% | $170,442-49.4% | $70,131+22.9% |
| Participation rate | 75.3% | 70.8%+4.5pp | 83.6%-8.3pp | 69.5%+5.8pp |
| Annual return | 12.74% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $8,201 | $3,387+142.1% | $5,433+51.0% | $2,342+250.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $129 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |