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 4-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 LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,757 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,154 | $82,917+16.0% | $103,333-6.9% | $77,643+23.8% |
| Participation rate | 91.6% | 71.6%+20.0pp | 74.5%+17.1pp | 70.6%+21.0pp |
| Annual return | 14.90% | 19.13%-4.2pp | 24.88%-10.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,858 | $3,552-47.7% | $3,868-52.0% | $2,726-31.9% |
| Participant deferral / active EE | $7,055 | $4,108+71.7% | $5,057+39.5% | $4,647+51.8% |
| Admin fee / account holder | $179 | $638-72.0% | $8,355-97.9% | $430-58.5% |