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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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,167 |
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 | $346,943 | $101,317+242.4% | $146,958+136.1% | $74,495+365.7% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 14.43% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $11,590 | $3,810+204.2% | $4,933+135.0% | $2,623+341.9% |
| Participant deferral / active EE | $15,073 | $7,303+106.4% | $8,070+86.8% | $4,346+246.8% |
| Admin fee / account holder | $254 | $1,739-85.4% | $12,998-98.0% | $1,942-86.9% |