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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,091 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,511 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,457 | $64,871-39.2% | $129,110-69.4% | $66,914-41.0% |
| Participation rate | 84.7% | 74.0%+10.7pp | 77.3%+7.4pp | 69.8%+14.9pp |
| Annual return | -15.60% | -12.21%-3.4pp | -10.94%-4.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $266 | $3,741-92.9% | $5,052-94.7% | $2,544-89.6% |
| Participant deferral / active EE | $2,023 | $5,090-60.3% | $6,542-69.1% | $4,237-52.3% |
| Admin fee / account holder | $266 | $629-57.8% | $14,302-98.1% | $593-55.2% |