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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,800 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $12,360 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,654 | $62,624-6.3% | $177,989-67.0% | $77,643-24.5% |
| Participation rate | 67.7% | 66.8%+0.8pp | 77.1%-9.4pp | 70.6%-2.9pp |
| Annual return | 17.17% | 16.16%+1.0pp | 294.48%-277.3pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,487 | $1,909+30.3% | $3,949-37.0% | $2,726-8.8% |
| Participant deferral / active EE | $3,958 | $4,219-6.2% | $6,276-36.9% | $4,647-14.8% |
| Admin fee / account holder | $46 | $386-88.2% | $10,363-99.6% | $430-89.4% |