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 | $2,871,343 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $179,488 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $92,049 |
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 | $26,452 | $57,150-53.7% | $93,606-71.7% | $106,382-75.1% |
| Participation rate | 73.5% | 49.1%+24.4pp | 68.7%+4.7pp | 69.9%+3.6pp |
| Annual return | 16.49% | 15.81%+0.7pp | 133.20%-116.7pp | 17.37%-0.9pp |
| Employer contribution / active EE | $646 | $1,015-36.3% | $2,420-73.3% | $3,364-80.8% |
| Participant deferral / active EE | $1,668 | $1,853-10.0% | $4,411-62.2% | $5,569-70.0% |
| Admin fee / account holder | $45 | $64-30.7% | $8,285-99.5% | $79-43.8% |