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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,525 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM BROWN SMITH, P.C Service code 10 · EIN 22-2027092 | Accounting | $6,674 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,140 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,891 | $69,477+91.3% | $94,646+40.4% | $71,457+86.0% |
| Participation rate | 98.6% | 78.4%+20.2pp | 80.8%+17.8pp | 67.9%+30.7pp |
| Annual return | 13.35% | 29.66%-16.3pp | 156.71%-143.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $7,581 | $2,853+165.7% | $3,672+106.4% | $2,588+193.0% |
| Participant deferral / active EE | $7,732 | $7,345+5.3% | $7,418+4.2% | $4,289+80.3% |
| Admin fee / account holder | $196 | $1,210-83.8% | $7,231-97.3% | $1,587-87.6% |