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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,365 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $59,091 |
BFBA, LLP6 years Service code 10 · EIN 68-0000424 | Accounting | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,609 | $106,236+6.0% | $112,228+0.3% | $64,808+73.8% |
| Participation rate | 83.6% | 71.7%+11.9pp | 75.1%+8.5pp | 71.5%+12.1pp |
| Annual return | -16.07% | -6.02%-10.1pp | 27.45%-43.5pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,088 | $3,166+29.1% | $3,635+12.5% | $2,506+63.1% |
| Participant deferral / active EE | $8,630 | $3,785+128.0% | $4,728+82.5% | $4,310+100.2% |
| Admin fee / account holder | $181 | $452-59.9% | $6,410-97.2% | $188-3.5% |