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 LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,911 |
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 | $186,066 | $50,815+266.2% | $155,509+19.6% | $77,643+139.6% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 14.12% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $7,917 | $1,993+297.3% | $4,672+69.4% | $2,726+190.4% |
| Participant deferral / active EE | $6,562 | $2,822+132.5% | $5,626+16.6% | $4,647+41.2% |
| Admin fee / account holder | $199 | $437-54.4% | $15,912-98.7% | $430-53.8% |