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 LLC5 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $50,521 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $23,692 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,432 | $65,561-1.7% | $91,541-29.6% | $74,304-13.3% |
| Participation rate | 86.4% | 56.6%+29.8pp | 69.8%+16.6pp | 60.3%+26.0pp |
| Annual return | 8.88% | 17.68%-8.8pp | 20.50%-11.6pp | 29.43%-20.5pp |
| Employer contribution / active EE | $1,487 | $1,717-13.4% | $2,505-40.6% | $2,241-33.7% |
| Participant deferral / active EE | $3,601 | $2,918+23.4% | $4,008-10.2% | $3,767-4.4% |
| Admin fee / account holder | $274 | $3,333-91.8% | $6,956-96.1% | $2,969-90.8% |