Filed January 19, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 P.O. BOX 896952 · CHARLOTTE, NC 28289 | Other Fees | $81,004 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $64,877 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,405 | $113,293-56.4% | $67,502-26.8% | $199,593-75.2% |
| Participation rate | 84.6% | 73.3%+11.3pp | 72.9%+11.7pp | 72.0%+12.6pp |
| Annual return | 12.44% | 15.88%-3.4pp | 3512.12%-3499.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,892 | $4,159-54.5% | $4,000-52.7% | $5,087-62.8% |
| Admin fee / account holder | $70 | $103-32.2% | $3,998-98.3% | $269-74.1% |