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 FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,507 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,053 |
QUALIFIED PLAN CONSULTANS5 years Filed as: QUALIFED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,832 | $55,415+27.8% | $155,509-54.5% | $74,495-4.9% |
| Participation rate | 64.9% | 61.9%+3.0pp | 78.2%-13.3pp | 67.2%-2.3pp |
| Annual return | 15.70% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,141 | $2,267-49.7% | $4,672-75.6% | $2,623-56.5% |
| Participant deferral / active EE | $2,698 | $2,836-4.9% | $5,626-52.0% | $4,346-37.9% |
| Admin fee / account holder | $515 | $1,738-70.4% | $15,912-96.8% | $1,942-73.5% |