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 16 · EIN 26-0058143 | Consulting | $7,341 |
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 | $83,495 | $65,322+27.8% | $70,449+18.5% | $73,488+13.6% |
| Participation rate | 90.8% | 77.0%+13.9pp | 75.1%+15.8pp | 70.7%+20.2pp |
| Annual return | 11.32% | 15.71%-4.4pp | 109.03%-97.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,596 | $3,375+36.2% | $3,709+23.9% | $3,740+22.9% |
| Admin fee / account holder | $27 | $214-87.2% | $3,845-99.3% | $513-94.7% |