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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 21 · EIN 26-0058143 | Bank Trustee | $45,000 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $33,918 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $306,322 | $104,475+193.2% | $159,436+92.1% | $79,386+285.9% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 14.59% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $10,467 | $3,417+206.4% | $4,829+116.7% | $2,427+331.2% |
| Participant deferral / active EE | $13,374 | $6,467+106.8% | $7,352+81.9% | $4,046+230.6% |
| Admin fee / account holder | $317 | $711-55.4% | $10,799-97.1% | $626-49.4% |