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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $35,823 |
CAMPBELL TAYLOR & COMPANY9 years Service code 10 3741 DOUGLAS BLVD STE 350 · ROSEVILLE, CA 95661 | Accounting | $13,650 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $625 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,271 | $60,323+111.0% | $81,812+55.6% | $74,495+70.8% |
| Participation rate | 87.9% | 62.9%+25.0pp | 72.3%+15.5pp | 67.2%+20.7pp |
| Annual return | 10.55% | 16.90%-6.4pp | 773.79%-763.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $6,835 | $2,620+160.9% | $2,912+134.7% | $2,623+160.6% |
| Participant deferral / active EE | $4,338 | $3,387+28.1% | $4,319+0.5% | $4,346-0.2% |
| Admin fee / account holder | $217 | $1,486-85.4% | $7,386-97.1% | $1,942-88.8% |