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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,961 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $14,193 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,616 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,056 | $89,436-48.5% | $164,813-72.1% | $77,643-40.7% |
| Participation rate | 86.1% | 78.6%+7.4pp | 78.6%+7.4pp | 70.6%+15.5pp |
| Annual return | 17.09% | 28.83%-11.7pp | 69.93%-52.8pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,691 | $2,569-34.2% | $4,341-61.0% | $2,726-38.0% |
| Participant deferral / active EE | $2,805 | $4,897-42.7% | $6,031-53.5% | $4,647-39.6% |
| Admin fee / account holder | $139 | $339-59.0% | $12,690-98.9% | $430-67.7% |