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 LLC6+ years Service code 99 · EIN 26-0058143 | Other Fees | $109,640 |
INSERO & CO. CPAS, LLP6+ years Filed as: INSERO AND CO. CPAS,LLP Service code 99 · EIN 47-5324570 | Other Fees | $11,200 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 99 · EIN 04-2530412 | Other Fees | $8,608 |
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | -$1,582 |
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 | $208,144 | $105,581+97.1% | $70,449+195.5% | $90,288+130.5% |
| Participation rate | 73.6% | 77.5%-3.9pp | 75.1%-1.4pp | 73.4%+0.3pp |
| Annual return | 12.67% | 14.78%-2.1pp | 109.03%-96.4pp | 53.97%-41.3pp |
| Employer contribution / active EE | $4,990 | $3,304+51.0% | $2,737+82.3% | $2,524+97.7% |
| Participant deferral / active EE | $5,564 | $3,813+45.9% | $3,709+50.0% | $4,232+31.5% |
| Admin fee / account holder | $69 | $68+2.4% | $3,845-98.2% | $114-39.4% |