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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,857 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,200 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,671 |
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 | $85,955 | $65,908+30.4% | $81,812+5.1% | $77,643+10.7% |
| Participation rate | 81.2% | 65.8%+15.4pp | 72.3%+8.9pp | 70.6%+10.6pp |
| Annual return | 15.95% | 26.64%-10.7pp | 773.79%-757.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,696 | $2,370+13.7% | $2,912-7.4% | $2,726-1.1% |
| Participant deferral / active EE | $13,416 | $3,505+282.7% | $4,319+210.7% | $4,647+188.7% |
| Admin fee / account holder | $156 | $526-70.3% | $7,386-97.9% | $430-63.7% |