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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,105 |
DENMAN & COMPANY1 year Filed as: DENMAN CPA LLP Service code 10 · EIN 42-0794029 | Accounting | $11,600 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,067 | $102,204+36.1% | $145,661-4.5% | $85,563+62.5% |
| Participation rate | 93.6% | 70.6%+23.1pp | 77.2%+16.4pp | 66.0%+27.7pp |
| Annual return | 16.93% | 16.68%+0.2pp | 101.46%-84.5pp | 31.51%-14.6pp |
| Employer contribution / active EE | $5,079 | $3,600+41.1% | $4,238+19.9% | $2,654+91.4% |
| Participant deferral / active EE | $11,281 | $5,729+96.9% | $7,198+56.7% | $4,375+157.8% |
| Admin fee / account holder | $76 | $647-88.3% | $12,466-99.4% | $834-90.9% |