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: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,891 | $84,487+28.9% | $125,339-13.1% | $66,914+62.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.11% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,724 | $3,553-23.3% | $4,814-43.4% | $2,544+7.1% |
| Participant deferral / active EE | $8,824 | $6,781+30.1% | $7,446+18.5% | $4,237+108.3% |
| Admin fee / account holder | $37 | $685-94.6% | $10,010-99.6% | $593-93.8% |