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 LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,650 |
Filed as: PILLSBURY WINTHROP SHAW Service code 27 PO BOX 601240 · CHARLOTTE, NC 282601240 | Advisory (Plan) | $19,115 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,216 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,333 | $65,409+51.9% | $98,442+0.9% | $85,850+15.7% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.3%+28.2pp |
| Annual return | 13.01% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $13,733 | $2,168+533.6% | $2,960+364.0% | $2,565+435.4% |
| Participant deferral / active EE | $7,531 | $3,166+137.9% | $4,276+76.1% | $3,952+90.6% |
| Admin fee / account holder | $391 | $4,593-91.5% | $5,949-93.4% | $6,260-93.8% |