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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 PO BOX 896958 · CHARLOTTE, NC 28289 | Other Fees | $56,188 |
Service code 64 · EIN 41-0294708 | Recordkeeping Fees | $37,412 |
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 | $59,362 | $106,028-44.0% | $146,958-59.6% | $77,643-23.5% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 16.70% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,108 | $4,063-23.5% | $4,933-37.0% | $2,726+14.0% |
| Participant deferral / active EE | $7,448 | $7,990-6.8% | $8,070-7.7% | $4,647+60.3% |
| Admin fee / account holder | $218 | $337-35.5% | $12,998-98.3% | $430-49.4% |