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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $188,564 |
CAPFINANCIAL PARTNERS LLC9 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $125,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,238 | $108,719+53.8% | $101,326+65.0% | $85,563+95.5% |
| Participation rate | 99.6% | 80.9%+18.7pp | 81.5%+18.1pp | 66.0%+33.7pp |
| Annual return | 15.87% | 20.95%-5.1pp | 36.82%-21.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $6,214 | $3,114+99.5% | $3,665+69.5% | $2,654+134.2% |
| Participant deferral / active EE | $17,132 | $8,545+100.5% | $7,994+114.3% | $4,375+291.6% |
| Admin fee / account holder | $342 | $685-50.0% | $11,185-96.9% | $834-59.0% |