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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $55,062 |
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 | $138,584 | $70,083+97.7% | $59,878+131.4% | $55,725+148.7% |
| Participation rate | 96.1% | 78.4%+17.8pp | 74.7%+21.4pp | 70.9%+25.3pp |
| Annual return | -2.81% | 3.13%-5.9pp | 3.46%-6.3pp | 244.93%-247.7pp |
| Employer contribution / active EE | $4,564 | $2,878+58.5% | $2,722+67.7% | $2,078+119.6% |
| Participant deferral / active EE | $4,205 | $3,079+36.6% | $3,402+23.6% | $3,356+25.3% |
| Admin fee / account holder | $64 | $70-8.9% | $3,590-98.2% | $115-44.4% |