See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $26,250 |
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 | $151,357 | $74,552+103.0% | $62,995+140.3% | $69,631+117.4% |
| Participation rate | 81.4% | 78.3%+3.2pp | 74.8%+6.6pp | 70.7%+10.8pp |
| Annual return | 14.18% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $4,468 | $2,929+52.6% | $2,759+62.0% | $2,032+119.9% |
| Participant deferral / active EE | $4,105 | $2,974+38.0% | $3,329+23.3% | $3,224+27.3% |
| Admin fee / account holder | $31 | $59-47.8% | $3,600-99.1% | $110-71.9% |