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 | $27,373 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,624 | $84,487-37.7% | $125,339-58.0% | $66,914-21.4% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -7.04% | -8.39%+1.3pp | 572.05%-579.1pp | 1.58%-8.6pp |
| Employer contribution / active EE | $7,991 | $3,553+124.9% | $4,814+66.0% | $2,544+214.1% |
| Participant deferral / active EE | $14,873 | $6,781+119.3% | $7,446+99.7% | $4,237+251.0% |
| Admin fee / account holder | $148 | $685-78.4% | $10,010-98.5% | $593-75.1% |