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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 31 · EIN 26-0058143 | Named fiduciary | $52,390 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,949 | $78,781+184.3% | $100,516+122.8% | $73,409+205.1% |
| Participation rate | 84.3% | 80.0%+4.3pp | 79.4%+4.9pp | 72.2%+12.2pp |
| Annual return | 19.99% | 31.69%-11.7pp | 30.89%-10.9pp | 59.29%-39.3pp |
| Employer contribution / active EE | $6,850 | $2,420+183.1% | $3,418+100.4% | $2,234+206.7% |
| Participant deferral / active EE | $13,605 | $6,537+108.1% | $6,270+117.0% | $3,805+257.5% |
| Admin fee / account holder | $78 | $145-46.1% | $8,081-99.0% | $158-50.4% |