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 |
|---|---|---|
CAPSTONE WEALTH MANAGEMENT6+ years Service code 28 1500 POLY DRIVE, #107 · BILLINGS, MT 59102 | Investment Management | $38,533 |
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 | $49,949 | $63,861-21.8% | $104,607-52.3% | $79,858-37.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 10.46% | 21.30%-10.8pp | 340.46%-330.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,378 | $1,588-13.3% | $2,681-48.6% | $2,471-44.2% |
| Participant deferral / active EE | $1,460 | $2,693-45.8% | $3,740-61.0% | $3,740-61.0% |
| Admin fee / account holder | $460 | $4,185-89.0% | $6,473-92.9% | $5,306-91.3% |