Filed June 22, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $27,626 |
Service code 99 · EIN 71-0294708 | Other Fees | $8,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,526 | $113,293-33.3% | $67,502+11.9% | $199,593-62.2% |
| Participation rate | 79.4% | 73.3%+6.0pp | 72.9%+6.5pp | 72.0%+7.4pp |
| Annual return | 13.60% | 15.88%-2.3pp | 3512.12%-3498.5pp | 34.25%-20.7pp |
| Employer contribution / active EE | $2,049 | $3,401-39.7% | $2,731-25.0% | $3,034-32.5% |
| Participant deferral / active EE | $2,413 | $4,159-42.0% | $4,000-39.7% | $5,087-52.6% |
| Admin fee / account holder | $71 | $103-31.0% | $3,998-98.2% | $269-73.7% |