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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $23,596 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,503 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $71,416 | $79,171-9.8% | $102,423-30.3% | $74,495-4.1% |
| Participation rate | 90.5% | 74.8%+15.7pp | 76.5%+14.0pp | 67.2%+23.3pp |
| Annual return | 11.81% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,908 | $2,362-19.2% | $3,023-36.9% | $2,623-27.2% |
| Participant deferral / active EE | $6,200 | $4,415+40.4% | $5,053+22.7% | $4,346+42.7% |
| Admin fee / account holder | $337 | $2,001-83.2% | $9,451-96.4% | $1,942-82.7% |