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 8-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $987,859 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $53,000 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $20,300 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,737 | $55,785-70.0% | $96,562-82.7% | $106,520-84.3% |
| Participation rate | 96.2% | 53.4%+42.8pp | 69.8%+26.4pp | 71.3%+24.9pp |
| Annual return | 15.78% | 17.66%-1.9pp | 37.78%-22.0pp | 19.28%-3.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,356-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $3,515 | $1,782+97.2% | $3,849-8.7% | $4,948-29.0% |
| Admin fee / account holder | $65 | $59+10.5% | $6,181-99.0% | $75-13.0% |