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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,888 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,654 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,786 | $81,908-27.0% | $90,749-34.1% | $64,808-7.7% |
| Participation rate | 95.2% | 80.5%+14.7pp | 75.7%+19.5pp | 71.5%+23.7pp |
| Annual return | -15.94% | -12.53%-3.4pp | -12.16%-3.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,073 | $3,065-32.4% | $2,921-29.0% | $2,506-17.3% |
| Participant deferral / active EE | $6,272 | $4,840+29.6% | $4,564+37.4% | $4,310+45.5% |
| Admin fee / account holder | $167 | $157+6.4% | $8,445-98.0% | $188-11.0% |