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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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,494 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,668 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $15,600 |
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 | $245,597 | $98,727+148.8% | $113,168+117.0% | $85,563+187.0% |
| Participation rate | 93.8% | 80.8%+13.0pp | 76.6%+17.3pp | 66.0%+27.9pp |
| Annual return | 16.43% | 17.43%-1.0pp | 24.27%-7.8pp | 31.51%-15.1pp |
| Employer contribution / active EE | $5,800 | $2,907+99.5% | $2,975+94.9% | $2,654+118.6% |
| Participant deferral / active EE | $19,729 | $5,424+263.7% | $5,107+286.3% | $4,375+350.9% |
| Admin fee / account holder | $501 | $357+40.6% | $12,068-95.8% | $834-39.9% |