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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,954 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,807 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,935 |
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 | $22,077 | $55,331-60.1% | $81,812-73.0% | $199,593-88.9% |
| Participation rate | 26.8% | 62.5%-35.7pp | 72.3%-45.5pp | 72.0%-45.2pp |
| Annual return | 17.81% | 19.59%-1.8pp | 773.79%-756.0pp | 34.25%-16.4pp |
| Employer contribution / active EE | $499 | $2,101-76.3% | $2,912-82.9% | $3,034-83.6% |
| Participant deferral / active EE | $1,427 | $3,283-56.5% | $4,319-67.0% | $5,087-72.0% |
| Admin fee / account holder | $151 | $346-56.3% | $7,386-98.0% | $269-43.9% |