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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,488 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,877 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,957 | $66,098+104.2% | $101,794+32.6% | $74,304+81.6% |
| Participation rate | 88.2% | 53.8%+34.4pp | 69.2%+19.0pp | 60.3%+27.8pp |
| Annual return | 10.49% | 19.59%-9.1pp | 30.53%-20.0pp | 29.43%-18.9pp |
| Employer contribution / active EE | $2,793 | $1,082+158.2% | $2,289+22.0% | $2,241+24.6% |
| Participant deferral / active EE | $9,216 | $2,781+231.4% | $4,084+125.7% | $3,767+144.6% |
| Admin fee / account holder | $428 | $4,146-89.7% | $8,777-95.1% | $2,969-85.6% |