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 LLC5+ years Service code 99 · EIN 26-0058143 | Other Fees | $89,315 |
INSERO & CO. CPAS, LLP5+ years Filed as: INSERO AND CO. CPAS,LLP Service code 99 · EIN 47-5324570 | Other Fees | $12,300 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 99 · EIN 04-2530412 | Other Fees | $9,214 |
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,635 | $204,517-6.3% | $69,455+175.9% | $77,787+146.4% |
| Participation rate | 67.8% | 74.6%-6.8pp | 74.6%-6.8pp | 73.2%-5.4pp |
| Annual return | 18.19% | 22.10%-3.9pp | 28.97%-10.8pp | 32.57%-14.4pp |
| Employer contribution / active EE | $5,393 | $3,548+52.0% | $2,779+94.1% | $2,504+115.3% |
| Participant deferral / active EE | $5,234 | $3,478+50.5% | $3,535+48.1% | $3,967+31.9% |
| Admin fee / account holder | $61 | $101-39.0% | $3,839-98.4% | $100-38.7% |