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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $91,078 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,375 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,765 | $82,917+149.4% | $103,333+100.1% | $77,643+166.3% |
| Participation rate | 94.6% | 71.6%+23.0pp | 74.5%+20.1pp | 70.6%+24.0pp |
| Annual return | 15.81% | 19.13%-3.3pp | 24.88%-9.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,881 | $3,552+37.4% | $3,868+26.2% | $2,726+79.1% |
| Participant deferral / active EE | $9,710 | $4,108+136.3% | $5,057+92.0% | $4,647+108.9% |
| Admin fee / account holder | $336 | $638-47.4% | $8,355-96.0% | $430-22.0% |