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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,806 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,142 | $71,050+112.7% | $93,606+61.5% | $80,856+86.9% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.6%+29.3pp |
| Annual return | 18.22% | 11.26%+7.0pp | 133.20%-115.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,867 | $1,564+83.3% | $2,420+18.5% | $2,755+4.1% |
| Participant deferral / active EE | $9,826 | $4,034+143.6% | $4,411+122.7% | $4,296+128.7% |
| Admin fee / account holder | $492 | $6,945-92.9% | $8,285-94.1% | $6,918-92.9% |