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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $64,968 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,705 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST BANK Service code 28 · EIN 58-0466330 | Investment Management | $22,487 |
MAYER HOFFMAN MCCANN P.C.5 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $9,300 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $86,815 | $104,317-16.8% | $159,436-45.5% | $86,7990% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.8%+12.0pp | 72.3%+22.5pp |
| Annual return | 16.40% | 26.32%-9.9pp | 263.57%-247.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,247 | $3,451-34.9% | $4,829-53.5% | $2,405-6.6% |
| Participant deferral / active EE | $7,114 | $6,837+4.0% | $7,352-3.2% | $4,131+72.2% |
| Admin fee / account holder | $267 | $172+55.0% | $10,799-97.5% | $170+57.5% |