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 13 · EIN 06-1050034 | Contract Administrator | $30,020 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,653 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,347 | $84,487+281.5% | $125,339+157.2% | $66,914+381.7% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.9pp | 69.8%+24.4pp |
| Annual return | -18.20% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $15,998 | $3,553+350.3% | $4,814+232.3% | $2,544+528.8% |
| Participant deferral / active EE | $16,794 | $6,781+147.6% | $7,446+125.5% | $4,237+296.4% |
| Admin fee / account holder | $378 | $685-44.9% | $10,010-96.2% | $593-36.4% |