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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $68,696 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,381 | $59,263+67.7% | $96,562+2.9% | $79,386+25.2% |
| Participation rate | 83.8% | 61.9%+21.9pp | 69.8%+13.9pp | 70.7%+13.1pp |
| Annual return | 13.40% | 27.07%-13.7pp | 37.78%-24.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,745 | $1,216+125.8% | $2,356+16.5% | $2,427+13.1% |
| Participant deferral / active EE | $5,263 | $2,948+78.5% | $3,849+36.8% | $4,046+30.1% |
| Admin fee / account holder | $496 | $658-24.7% | $6,181-92.0% | $626-20.9% |