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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,811 |
Filed as: CAPFINANCIAL PARTNERS,L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,657 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,704 | $56,485-13.8% | $185,823-73.8% | $86,799-43.9% |
| Participation rate | 40.4% | 65.5%-25.1pp | 81.7%-41.3pp | 72.3%-31.9pp |
| Annual return | 13.37% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.5pp |
| Employer contribution / active EE | $961 | $1,843-47.8% | $5,167-81.4% | $2,405-60.0% |
| Participant deferral / active EE | $1,896 | $2,553-25.7% | $5,568-65.9% | $4,131-54.1% |
| Admin fee / account holder | $299 | $150+100.2% | $16,237-98.2% | $170+76.6% |