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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,622 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,045 | $88,083+80.6% | $164,813-3.5% | $74,495+113.5% |
| Participation rate | 88.5% | 73.0%+15.4pp | 78.6%+9.9pp | 67.2%+21.3pp |
| Annual return | 17.04% | 17.26%-0.2pp | 69.93%-52.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $10,885 | $2,593+319.8% | $4,341+150.8% | $2,623+315.0% |
| Participant deferral / active EE | $2,342 | $4,498-47.9% | $6,031-61.2% | $4,346-46.1% |
| Admin fee / account holder | $328 | $2,234-85.3% | $12,690-97.4% | $1,942-83.1% |