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 26 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Participants) | $12,310 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,090 | $54,705-65.1% | $71,209-73.2% | $84,808-77.5% |
| Participation rate | 98.8% | 64.1%+34.7pp | 73.8%+25.0pp | 68.3%+30.5pp |
| Annual return | 9.51% | 35.90%-26.4pp | 282.51%-273.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,323 | $2,158+7.6% | $2,721-14.6% | $2,631-11.7% |
| Participant deferral / active EE | $1,295 | $3,030-57.3% | $4,175-69.0% | $4,212-69.3% |
| Admin fee / account holder | $145 | $4,863-97.0% | $5,349-97.3% | $7,344-98.0% |