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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,512 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVENUE NE · BRAINERD, MN 564012853 | Contract Administrator | $19,500 |
CAMPBELL TAYLOR & COMPANY7 years Service code 10 3741 DOUGLAS BLVD STE 350 · ROSEVILLE, CA 95661 | Accounting | $11,700 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $625 |
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 | $117,698 | $51,197+129.9% | $82,719+42.3% | $66,914+75.9% |
| Participation rate | 97.2% | 67.8%+29.4pp | 72.6%+24.6pp | 69.8%+27.4pp |
| Annual return | -10.66% | -9.64%-1.0pp | 701.18%-711.8pp | 1.58%-12.2pp |
| Employer contribution / active EE | $11,872 | $2,611+354.7% | $3,009+294.6% | $2,544+366.6% |
| Participant deferral / active EE | $5,287 | $3,458+52.9% | $4,395+20.3% | $4,237+24.8% |
| Admin fee / account holder | $328 | $416-21.0% | $5,329-93.8% | $593-44.7% |