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) | $14,260 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $6,807 |
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 | $25,563 | $52,406-51.2% | $129,207-80.2% | $74,495-65.7% |
| Participation rate | 63.5% | 53.8%+9.7pp | 69.6%-6.1pp | 67.2%-3.7pp |
| Annual return | 14.26% | 15.66%-1.4pp | 9417.33%-9403.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,259 | $1,531-17.7% | $4,153-69.7% | $2,623-52.0% |
| Participant deferral / active EE | $2,924 | $2,794+4.6% | $4,168-29.8% | $4,346-32.7% |
| Admin fee / account holder | $115 | $2,633-95.6% | $7,715-98.5% | $1,942-94.1% |