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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $26,179 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,970 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,456 | $30,588-59.3% | $53,898-76.9% | $85,563-85.4% |
| Participation rate | 73.7% | 26.3%+47.3pp | 55.0%+18.7pp | 66.0%+7.7pp |
| Annual return | 13.49% | 50.42%-36.9pp | 528.60%-515.1pp | 31.51%-18.0pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,027 | $848+21.1% | $1,826-43.8% | $4,375-76.5% |
| Admin fee / account holder | $113 | $1,879-94.0% | $2,491-95.5% | $834-86.4% |