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 6-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: NORTH CAPITAL INC. Service code 26 623 FORT UNION BOULEVARD · MIDVALE, UT 84047 | Advisory (Participants) | $9,391 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $6,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,518 | $48,335-57.6% | $121,098-83.1% | $71,457-71.3% |
| Participation rate | 59.9% | 54.3%+5.7pp | 69.5%-9.6pp | 67.9%-8.0pp |
| Annual return | 20.19% | 23.32%-3.1pp | 985.75%-965.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,136 | $1,489-23.7% | $4,164-72.7% | $2,588-56.1% |
| Participant deferral / active EE | $2,422 | $2,754-12.0% | $4,080-40.6% | $4,289-43.5% |
| Admin fee / account holder | $96 | $1,841-94.8% | $5,644-98.3% | $1,587-93.9% |