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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,003 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,260 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $18,500 |
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 | $94,605 | $71,883+31.6% | $86,677+9.1% | $68,494+38.1% |
| Participation rate | 96.5% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.6pp |
| Annual return | -17.58% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,995 | $2,173+221.9% | $2,836+146.6% | $2,596+169.4% |
| Participant deferral / active EE | $9,698 | $3,779+156.6% | $4,656+108.3% | $4,027+140.8% |
| Admin fee / account holder | $649 | $6,112-89.4% | $7,493-91.3% | $5,403-88.0% |