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 |
|---|---|---|
Filed as: CAPITAL INSIGHT PARTNERS, LLC Service code 27 · EIN 90-0493567 | Advisory (Plan) | $25,623 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,316 | $89,436-56.0% | $164,813-76.1% | $77,643-49.4% |
| Participation rate | 39.4% | 78.6%-39.2pp | 78.6%-39.2pp | 70.6%-31.2pp |
| Annual return | 29.65% | 28.83%+0.8pp | 69.93%-40.3pp | 31.24%-1.6pp |
| Employer contribution / active EE | $1,292 | $2,569-49.7% | $4,341-70.2% | $2,726-52.6% |
| Participant deferral / active EE | $2,862 | $4,897-41.6% | $6,031-52.6% | $4,647-38.4% |
| Admin fee / account holder | $122 | $339-64.0% | $12,690-99.0% | $430-71.6% |