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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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,476 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,675 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,125 | $88,890+92.5% | $102,423+67.1% | $77,643+120.4% |
| Participation rate | 64.4% | 80.9%-16.5pp | 76.5%-12.0pp | 70.6%-6.1pp |
| Annual return | 15.14% | 24.98%-9.8pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,746 | $2,698+38.9% | $3,023+23.9% | $2,726+37.4% |
| Participant deferral / active EE | $5,971 | $5,145+16.0% | $5,053+18.2% | $4,647+28.5% |
| Admin fee / account holder | $187 | $235-20.4% | $9,451-98.0% | $430-56.5% |