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 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 | $62,720 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,645 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $13,700 |
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 | $171,369 | $99,078+73.0% | $96,544+77.5% | $74,419+130.3% |
| Participation rate | 82.3% | 80.7%+1.7pp | 76.0%+6.4pp | 70.7%+11.6pp |
| Annual return | 27.81% | 22.48%+5.3pp | 25.84%+2.0pp | 34.38%-6.6pp |
| Employer contribution / active EE | $4,362 | $2,570+69.7% | $2,965+47.1% | $2,637+65.4% |
| Participant deferral / active EE | $13,704 | $4,933+177.8% | $4,851+182.5% | $4,528+202.6% |
| Admin fee / account holder | $334 | $225+48.8% | $8,252-95.9% | $348-3.9% |