Filed April 20, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $436,784 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,485 |
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 | $133,761 | $129,756+3.1% | $169,993-21.3% | $103,482+29.3% |
| Participation rate | 99.0% | 91.3%+7.7pp | 87.0%+12.0pp | 73.3%+25.7pp |
| Annual return | 19.46% | 20.17%-0.7pp | 53.37%-33.9pp | 33.11%-13.7pp |
| Employer contribution / active EE | $6,823 | $5,236+30.3% | $6,785+0.6% | $3,208+112.7% |
| Participant deferral / active EE | $6,748 | $8,283-18.5% | $10,408-35.2% | $5,207+29.6% |
| Admin fee / account holder | $51 | $73-29.6% | $12,815-99.6% | $114-55.1% |