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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,330 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $28,742 |
MRA ASSOCIATES USA LLC3 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $16,520 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,696 | $185,342-83.4% | $111,297-72.4% | $86,799-64.6% |
| Participation rate | 75.6% | 81.0%-5.4pp | 77.3%-1.7pp | 72.3%+3.3pp |
| Annual return | 30.74% | 500.80%-470.1pp | 54.65%-23.9pp | 97.91%-67.2pp |
| Employer contribution / active EE | $984 | $2,246-56.2% | $2,731-64.0% | $2,405-59.1% |
| Participant deferral / active EE | $2,390 | $4,458-46.4% | $4,487-46.7% | $4,131-42.1% |
| Admin fee / account holder | $228 | $255-10.7% | $7,964-97.1% | $170+34.5% |