Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,324 | $78,636-1.7% | $105,607-26.8% | $74,459+3.8% |
| Participation rate | 97.3% | 72.8%+24.5pp | 75.3%+22.0pp | 67.2%+30.0pp |
| Annual return | 33.20% | 15.96%+17.2pp | 116.11%-82.9pp | 1369.70%-1336.5pp |
| Employer contribution / active EE | $6,176 | $2,523+144.8% | $3,167+95.0% | $2,626+135.2% |
| Participant deferral / active EE | $5,403 | $4,322+25.0% | $5,011+7.8% | $4,350+24.2% |
| Admin fee / account holder | $183 | $2,220-91.8% | $10,958-98.3% | $1,945-90.6% |