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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 4-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 13 · EIN 06-1050034 | Contract Administrator | $242,450 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $150,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,394 | $95,274-52.4% | $135,903-66.6% | $74,419-39.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.50% | 32.77%-11.3pp | 68.23%-46.7pp | 34.38%-12.9pp |
| Employer contribution / active EE | $980 | $3,874-74.7% | $4,856-79.8% | $2,637-62.8% |
| Participant deferral / active EE | $8,925 | $7,782+14.7% | $7,758+15.1% | $4,528+97.1% |
| Admin fee / account holder | $377 | $266+41.6% | $10,762-96.5% | $348+8.3% |