See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,157 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 31 · EIN 26-0058143 | Named fiduciary | $37,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,963 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,341 | $62,543+129.2% | $83,333+72.0% | $55,725+157.2% |
| Participation rate | 96.0% | 78.4%+17.6pp | 77.8%+18.2pp | 70.9%+25.1pp |
| Annual return | -4.73% | 14.85%-19.6pp | 10.63%-15.4pp | 244.93%-249.7pp |
| Employer contribution / active EE | $6,733 | $2,427+177.4% | $3,379+99.3% | $2,078+224.0% |
| Participant deferral / active EE | $13,439 | $5,682+136.5% | $5,565+141.5% | $3,356+300.5% |
| Admin fee / account holder | $112 | $103+8.5% | $7,510-98.5% | $115-2.9% |