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 DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $79,636 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $63,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,851 | $89,436-45.4% | $164,813-70.4% | $77,643-37.1% |
| Participation rate | 67.0% | 78.6%-11.6pp | 78.6%-11.6pp | 70.6%-3.5pp |
| Annual return | 14.36% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $996 | $2,569-61.2% | $4,341-77.0% | $2,726-63.4% |
| Participant deferral / active EE | $3,255 | $4,897-33.5% | $6,031-46.0% | $4,647-30.0% |
| Admin fee / account holder | $205 | $339-39.8% | $12,690-98.4% | $430-52.5% |