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 | $351,193 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,538 | $99,062-5.6% | $100,391-6.8% | $99,062-5.6% |
| Participation rate | 88.1% | 71.6%+16.5pp | 81.5%+6.7pp | 71.6%+16.5pp |
| Annual return | 14.13% | 17.66%-3.5pp | 49.20%-35.1pp | 17.66%-3.5pp |
| Employer contribution / active EE | $1,559 | $3,262-52.2% | $3,942-60.5% | $3,262-52.2% |
| Participant deferral / active EE | $5,369 | $5,331+0.7% | $8,082-33.6% | $5,331+0.7% |
| Admin fee / account holder | $63 | $109-42.4% | $7,899-99.2% | $109-42.4% |