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) | $45,000 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE LLP Service code 10 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Accounting | $14,500 |
Employer contribution per participant 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 | $70,565 | $89,808-21.4% | $100,391-29.7% | $77,643-9.1% |
| Participation rate | 85.1% | 81.2%+3.9pp | 81.5%+3.6pp | 70.6%+14.5pp |
| Annual return | 14.97% | 20.62%-5.7pp | 49.20%-34.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,780 | $8,284-18.2% | $8,082-16.1% | $4,647+45.9% |
| Admin fee / account holder | $49 | $174-72.0% | $7,899-99.4% | $430-88.6% |