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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: FORTEM FINANCIAL Service code 26 · EIN 13-3749682 44801 VILLAGE CT · PALM DESERT, CA 92260 | Advisory (Participants) | $9,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,828 | $65,390-63.6% | $169,368-85.9% | $71,457-66.7% |
| Participation rate | 89.0% | 67.0%+22.0pp | 77.1%+11.8pp | 67.9%+21.0pp |
| Annual return | 15.57% | 21.31%-5.7pp | 405.60%-390.0pp | 28.85%-13.3pp |
| Employer contribution / active EE | $964 | $2,079-53.6% | $4,013-76.0% | $2,588-62.8% |
| Participant deferral / active EE | $2,650 | $4,367-39.3% | $6,221-57.4% | $4,289-38.2% |
| Admin fee / account holder | $99 | $1,324-92.6% | $9,003-98.9% | $1,587-93.8% |