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 LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $102,044 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,519 | $55,416-21.5% | $75,972-42.7% | $77,643-43.9% |
| Participation rate | 67.8% | 63.6%+4.3pp | 69.1%-1.2pp | 70.6%-2.7pp |
| Annual return | 13.01% | 17.07%-4.1pp | 359.55%-346.5pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,152 | $1,788-35.6% | $2,685-57.1% | $2,726-57.8% |
| Participant deferral / active EE | $1,793 | $3,447-48.0% | $4,255-57.9% | $4,647-61.4% |
| Admin fee / account holder | $342 | $414-17.4% | $6,467-94.7% | $430-20.6% |