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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,335 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $48,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$234,344 |
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 | $220,394 | $110,299+99.8% | $102,423+115.2% | $199,593+10.4% |
| Participation rate | 87.7% | 86.3%+1.4pp | 76.5%+11.2pp | 72.0%+15.7pp |
| Annual return | 20.22% | 35.73%-15.5pp | 29.32%-9.1pp | 34.25%-14.0pp |
| Employer contribution / active EE | $3,379 | $3,603-6.2% | $3,023+11.8% | $3,034+11.4% |
| Participant deferral / active EE | $10,908 | $6,376+71.1% | $5,053+115.9% | $5,087+114.4% |
| Admin fee / account holder | -$49 | $122-139.7% | $9,451-100.5% | $269-118.0% |