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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,334 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $65,000 |
STOWE & DEGON, LLC1 year Filed as: STOWE AND DEGON Service code 10 · EIN 04-3379904 | Accounting | $25,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$457,471 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,812 | $99,078+124.9% | $96,544+130.8% | $74,419+199.4% |
| Participation rate | 96.9% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.2pp |
| Annual return | 28.67% | 22.48%+6.2pp | 25.84%+2.8pp | 34.38%-5.7pp |
| Employer contribution / active EE | $4,677 | $2,570+82.0% | $2,965+57.7% | $2,637+77.3% |
| Participant deferral / active EE | $15,691 | $4,933+218.1% | $4,851+223.5% | $4,528+246.5% |
| Admin fee / account holder | -$180 | $225-180.0% | $8,252-102.2% | $348-151.6% |