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 |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $83,307 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $38,445 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB BANK TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,027 | $53,165-47.3% | $86,188-67.5% | $74,419-62.3% |
| Participation rate | 81.1% | 64.9%+16.2pp | 69.0%+12.1pp | 70.7%+10.3pp |
| Annual return | 16.69% | 22.64%-6.0pp | 1168.45%-1151.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $650 | $1,210-46.3% | $2,380-72.7% | $2,637-75.4% |
| Participant deferral / active EE | $5,530 | $3,234+71.0% | $3,985+38.8% | $4,528+22.1% |
| Admin fee / account holder | $118 | $551-78.6% | $6,852-98.3% | $348-66.1% |