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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,638,890 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $120,550 |
FINANCIAL ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $96,530 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,057 | $53,531-55.1% | $86,188-72.1% | $96,393-75.0% |
| Participation rate | 73.7% | 53.4%+20.2pp | 69.0%+4.7pp | 71.3%+2.4pp |
| Annual return | 16.27% | 20.51%-4.2pp | 1168.45%-1152.2pp | 22.88%-6.6pp |
| Employer contribution / active EE | $1,141 | $1,158-1.5% | $2,380-52.1% | $3,238-64.8% |
| Participant deferral / active EE | $1,547 | $1,965-21.3% | $3,985-61.2% | $5,455-71.6% |
| Admin fee / account holder | $42 | $55-23.6% | $6,852-99.4% | $74-42.6% |