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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,484 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,131 | $92,055-33.6% | $106,213-42.4% | $77,643-21.3% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 16.69% | 17.91%-1.2pp | 116.14%-99.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,546 | $3,367-24.4% | $3,171-19.7% | $2,726-6.6% |
| Participant deferral / active EE | $3,411 | $5,386-36.7% | $5,016-32.0% | $4,647-26.6% |
| Admin fee / account holder | $228 | $219+4.3% | $11,033-97.9% | $430-46.9% |