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 FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
BANKERS TRUST COMPANY6 years Service code 15 · EIN 42-0127385 | Recordkeeping | $10,553 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,251 | $101,317+199.3% | $146,958+106.4% | $74,495+307.1% |
| Participation rate | 91.1% | 75.5%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 15.35% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $13,704 | $3,810+259.7% | $4,933+177.8% | $2,623+422.5% |
| Participant deferral / active EE | $10,782 | $7,303+47.6% | $8,070+33.6% | $4,346+148.1% |
| Admin fee / account holder | $329 | $1,739-81.1% | $12,998-97.5% | $1,942-83.1% |