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 |
|---|---|---|
CAPITAL ADVISORS WEALTH MGMT5 years Service code 26 · EIN 85-1350829 | Advisory (Participants) | $47,006 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,273 |
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 | $182,346 | $78,485+132.3% | $106,213+71.7% | $74,495+144.8% |
| Participation rate | 88.6% | 72.8%+15.8pp | 75.3%+13.4pp | 67.2%+21.4pp |
| Annual return | 14.74% | 15.95%-1.2pp | 116.14%-101.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,277 | $2,523+69.5% | $3,171+34.9% | $2,623+63.1% |
| Participant deferral / active EE | $8,668 | $4,322+100.5% | $5,016+72.8% | $4,346+99.5% |
| Admin fee / account holder | $549 | $2,232-75.4% | $11,033-95.0% | $1,942-71.7% |