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 8-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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,570 | $64,324+51.7% | $118,925-18.0% | $79,858+22.2% |
| Participation rate | 64.5% | 64.9%-0.3pp | 75.4%-10.9pp | 69.6%-5.1pp |
| Annual return | 25.26% | 86.45%-61.2pp | 35.88%-10.6pp | 31.71%-6.5pp |
| Employer contribution / active EE | $452 | $1,836-75.4% | $3,263-86.2% | $2,471-81.7% |
| Participant deferral / active EE | $2,728 | $2,824-3.4% | $4,265-36.0% | $3,740-27.1% |
| Admin fee / account holder | $96 | $4,040-97.6% | $6,581-98.5% | $5,306-98.2% |