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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $111,135 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $62,695 |
SPENCER HAGER & MOSDELL, PC5 years Service code 10 · EIN 54-1467814 | Accounting | $12,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,718 | $54,193-8.3% | $93,606-46.9% | $77,643-36.0% |
| Participation rate | 94.0% | 63.9%+30.0pp | 68.7%+25.2pp | 70.6%+23.4pp |
| Annual return | 31.97% | 30.54%+1.4pp | 133.20%-101.2pp | 31.24%+0.7pp |
| Employer contribution / active EE | $1,644 | $1,168+40.8% | $2,420-32.1% | $2,726-39.7% |
| Participant deferral / active EE | $5,178 | $3,144+64.7% | $4,411+17.4% | $4,647+11.4% |
| Admin fee / account holder | $241 | $576-58.1% | $8,285-97.1% | $430-43.9% |