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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS ROAD · RALLEIGH, NC 27609 | Advisory (Plan) | $68,284 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,638 |
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 | $71,597 | $100,801-29.0% | $149,696-52.2% | $73,409-2.5% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.5%+16.4pp | 72.2%+26.7pp |
| Annual return | 15.65% | 265.34%-249.7pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,798 | $3,312-15.5% | $4,644-39.8% | $2,234+25.3% |
| Participant deferral / active EE | $5,964 | $6,404-6.9% | $6,842-12.8% | $3,805+56.7% |
| Admin fee / account holder | $108 | $181-40.0% | $9,309-98.8% | $158-31.3% |