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 LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,258 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,820 | $58,926-3.6% | $97,226-41.6% | $74,495-23.7% |
| Participation rate | 89.3% | 63.5%+25.8pp | 72.7%+16.7pp | 67.2%+22.1pp |
| Annual return | 13.25% | 16.04%-2.8pp | 75.13%-61.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,111 | $1,894-41.3% | $2,729-59.3% | $2,623-57.6% |
| Participant deferral / active EE | $3,805 | $3,664+3.8% | $4,264-10.8% | $4,346-12.4% |
| Admin fee / account holder | $246 | $1,974-87.6% | $5,654-95.7% | $1,942-87.3% |