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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC6+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $30,000 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,360 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,921 | $84,948-69.5% | $70,449-63.2% | $73,409-64.7% |
| Participation rate | 98.3% | 79.9%+18.3pp | 75.1%+23.2pp | 72.2%+26.1pp |
| Annual return | 10.54% | 13.39%-2.8pp | 109.03%-98.5pp | 59.29%-48.8pp |
| Employer contribution / active EE | $2,336 | $2,834-17.6% | $2,737-14.6% | $2,234+4.6% |
| Participant deferral / active EE | $1,661 | $3,387-51.0% | $3,709-55.2% | $3,805-56.3% |
| Admin fee / account holder | $41 | $98-58.3% | $3,845-98.9% | $158-74.1% |