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 LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,445 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $24,566 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $12,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,646 | $86,944+128.5% | $107,525+84.7% | $74,304+167.3% |
| Participation rate | 96.3% | 59.6%+36.7pp | 75.1%+21.2pp | 60.3%+35.9pp |
| Annual return | 25.73% | 23.52%+2.2pp | 181.32%-155.6pp | 29.43%-3.7pp |
| Employer contribution / active EE | $13,142 | $2,757+376.7% | $3,754+250.1% | $2,241+486.4% |
| Participant deferral / active EE | $13,896 | $3,554+291.0% | $5,116+171.6% | $3,767+268.9% |
| Admin fee / account holder | $288 | $3,727-92.3% | $8,919-96.8% | $2,969-90.3% |