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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 37 · EIN 04-2647786 | Loan Processing | $732,789 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $415,766 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $114,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,195 | $430,560-77.2% | $98,907-0.7% | $106,222-7.6% |
| Participation rate | 63.1% | 86.2%-23.1pp | 76.0%-12.9pp | 70.8%-7.7pp |
| Annual return | 22.62% | 17.89%+4.7pp | 196.43%-173.8pp | 21.69%+0.9pp |
| Employer contribution / active EE | $2,273 | $6,804-66.6% | $2,689-15.5% | $2,723-16.5% |
| Participant deferral / active EE | $3,970 | $9,623-58.7% | $4,244-6.5% | $4,600-13.7% |
| Admin fee / account holder | $120 | $220-45.7% | $6,642-98.2% | $78+52.7% |