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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $98,189 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $58,349 |
Service code 10 1123 CHAPALA ST · SANTA BARBARA, CA 93190 | Accounting | $17,794 |
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 | $54,273 | $105,247-48.4% | $87,100-37.7% | $77,787-30.2% |
| Participation rate | 95.8% | 85.8%+10.0pp | 76.9%+18.9pp | 73.2%+22.6pp |
| Annual return | 30.11% | 24.52%+5.6pp | 28.19%+1.9pp | 32.57%-2.5pp |
| Employer contribution / active EE | $3,220 | $2,895+11.2% | $2,521+27.7% | $2,504+28.6% |
| Participant deferral / active EE | $10,305 | $5,060+103.7% | $4,049+154.5% | $3,967+159.7% |
| Admin fee / account holder | $136 | $104+29.8% | $7,497-98.2% | $100+35.6% |