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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.
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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 |
|---|---|---|
Service code 15 · EIN 01-0233346 TBD · BOSTON, MA 22911 | Recordkeeping | $1,589 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,756 | $121,341-64.8% | $189,513-77.4% | $79,386-46.1% |
| Participation rate | 76.2% | 86.1%-10.0pp | 87.8%-11.7pp | 70.7%+5.4pp |
| Annual return | 10.57% | 21.08%-10.5pp | 555.15%-544.6pp | 116.85%-106.3pp |
| Employer contribution / active EE | $617 | $3,915-84.2% | $6,162-90.0% | $2,427-74.6% |
| Participant deferral / active EE | $2,504 | $6,395-60.9% | $8,221-69.5% | $4,046-38.1% |
| Admin fee / account holder | $333 | $651-48.9% | $12,045-97.2% | $626-46.9% |