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 Service code 99 PO BOX 896952 · CHARLOTTE, NC 28289 | Other Fees | $41,775 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,449 |
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 | $50,922 | $95,274-46.6% | $135,903-62.5% | $74,419-31.6% |
| Participation rate | 89.8% | 78.2%+11.6pp | 81.9%+7.9pp | 70.7%+19.0pp |
| Annual return | 24.02% | 32.77%-8.7pp | 68.23%-44.2pp | 34.38%-10.4pp |
| Employer contribution / active EE | $2,668 | $3,874-31.1% | $4,856-45.1% | $2,637+1.1% |
| Participant deferral / active EE | $6,282 | $7,782-19.3% | $7,758-19.0% | $4,528+38.7% |
| Admin fee / account holder | $168 | $266-36.9% | $10,762-98.4% | $348-51.8% |