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 Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $47,806 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,192 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,928 | $75,388-19.2% | $123,544-50.7% | $55,725+9.3% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.3%+15.5pp | 70.9%+26.9pp |
| Annual return | -5.62% | 4.48%-10.1pp | 119.20%-124.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,884 | $3,063-38.5% | $4,628-59.3% | $2,078-9.3% |
| Participant deferral / active EE | $5,447 | $5,651-3.6% | $6,426-15.2% | $3,356+62.3% |
| Admin fee / account holder | $100 | $120-16.2% | $9,284-98.9% | $115-12.8% |