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 |
|---|---|---|
TRUTINA FINANCIAL5 years Filed as: TRUTINA FINANCIAL, LLC Service code 26 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Participants) | $54,406 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $54,181 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $16,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,360 | $89,808-1.6% | $100,391-12.0% | $77,643+13.8% |
| Participation rate | 96.9% | 81.2%+15.7pp | 81.5%+15.4pp | 70.6%+26.4pp |
| Annual return | 15.85% | 20.62%-4.8pp | 49.20%-33.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $5,914 | $3,039+94.6% | $3,942+50.0% | $2,726+117.0% |
| Participant deferral / active EE | $12,198 | $8,284+47.2% | $8,082+50.9% | $4,647+162.5% |
| Admin fee / account holder | $287 | $174+64.4% | $7,899-96.4% | $430-33.4% |