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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $78,007 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC US TAX LLP Service code 10 · EIN 92-0460586 | Accounting | $8,894 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,947 | $58,778+161.9% | $129,207+19.1% | $77,643+98.3% |
| Participation rate | 77.0% | 59.2%+17.8pp | 69.6%+7.4pp | 70.6%+6.5pp |
| Annual return | 19.95% | 24.73%-4.8pp | 9417.33%-9397.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $1,237 | $1,952-36.7% | $4,153-70.2% | $2,726-54.6% |
| Participant deferral / active EE | $7,567 | $3,212+135.6% | $4,168+81.6% | $4,647+62.8% |
| Admin fee / account holder | $166 | $589-71.9% | $7,715-97.9% | $430-61.5% |