Filed October 24, 2023
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $52,396 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $28,000 |
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 | $47,879 | $55,415-13.6% | $155,509-69.2% | $74,495-35.7% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 12.68% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,240 | $2,267+42.9% | $4,672-30.7% | $2,623+23.5% |
| Participant deferral / active EE | $3,372 | $2,836+18.9% | $5,626-40.1% | $4,346-22.4% |
| Admin fee / account holder | $185 | $1,738-89.3% | $15,912-98.8% | $1,942-90.5% |