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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $97,173 |
Service code 26 · EIN 33-0221828 | Advisory (Participants) | $46,115 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,537 |
APRICUS WEALTH LLC4 years Service code 26 · EIN 61-1947713 | Advisory (Participants) | $23,517 |
EISNERAMPER LLP7 years Service code 10 · EIN 13-1639826 | Accounting | $22,360 |
Filed as: WESTMOUNT PARTNERS LLC Service code 26 · EIN 45-2550468 | Advisory (Participants) | $18,365 |
COHO PARTNERS, LTD.1 year Filed as: COHO PARTNERS LTD Service code 26 · EIN 23-3004662 | Advisory (Participants) | $17,133 |
Service code 26 · EIN 82-1548745 | Advisory (Participants) | $13,413 |
MUTUAL LIFE INSURANCE COMPANY1 year Filed as: NW MUTUAL LIFE INSURANCE COMPANY Service code 23 · EIN 39-0509570 | Direct payment from the plan; Insuran... | $11,536 |
SCHIAVI & COMPANY LLC1 year Service code 26 · EIN 20-8034395 | Advisory (Participants) | $8,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,201 | $95,274+286.5% | $135,903+170.9% | $74,419+394.8% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 19.14% | 32.77%-13.6pp | 68.23%-49.1pp | 34.38%-15.2pp |
| Employer contribution / active EE | $24,921 | $3,874+543.3% | $4,856+413.2% | $2,637+844.9% |
| Participant deferral / active EE | $11,875 | $7,782+52.6% | $7,758+53.1% | $4,528+162.2% |
| Admin fee / account holder | $371 | $266+39.3% | $10,762-96.6% | $348+6.5% |