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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $90,189 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $43,697 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,342 | $56,767-25.4% | $101,794-58.4% | $85,563-50.5% |
| Participation rate | 86.5% | 57.6%+28.9pp | 69.2%+17.3pp | 66.0%+20.6pp |
| Annual return | 16.72% | 17.76%-1.0pp | 30.53%-13.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $694 | $1,112-37.6% | $2,289-69.7% | $2,654-73.8% |
| Participant deferral / active EE | $6,163 | $2,720+126.6% | $4,084+50.9% | $4,375+40.9% |
| Admin fee / account holder | $131 | $1,098-88.0% | $8,777-98.5% | $834-84.3% |