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 LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $48,606 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $34,525 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,412 | $50,199+4.4% | $70,092-25.2% | $66,914-21.7% |
| Participation rate | 83.9% | 66.3%+17.6pp | 70.5%+13.4pp | 69.8%+14.1pp |
| Annual return | -6.75% | -13.85%+7.1pp | 190.73%-197.5pp | 1.58%-8.3pp |
| Employer contribution / active EE | $3,387 | $1,864+81.7% | $2,559+32.4% | $2,544+33.1% |
| Participant deferral / active EE | $3,167 | $3,112+1.8% | $3,849-17.7% | $4,237-25.3% |
| Admin fee / account holder | $308 | $600-48.7% | $6,267-95.1% | $593-48.2% |