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 | $60,874 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,212 | $160,882+38.7% | $200,582+11.3% | $102,872+117.0% |
| Participation rate | 89.9% | 91.2%-1.3pp | 86.9%+3.0pp | 73.0%+16.8pp |
| Annual return | 21.72% | 18.15%+3.6pp | 42.33%-20.6pp | 19.06%+2.7pp |
| Employer contribution / active EE | $5,375 | $5,602-4.0% | $6,419-16.3% | $3,526+52.4% |
| Participant deferral / active EE | $21,610 | $9,300+132.4% | $9,331+131.6% | $5,535+290.4% |
| Admin fee / account holder | $66 | $125-46.9% | $16,305-99.6% | $292-77.3% |