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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,778 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $74,983 |
SAMET & COMPANY PC2 years Filed as: SAMET & COMPANY Service code 10 · EIN 04-3027605 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$164,798 |
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 | $94,414 | $86,338+9.4% | $91,989+2.6% | $77,787+21.4% |
| Participation rate | 81.4% | 82.9%-1.6pp | 78.6%+2.7pp | 73.2%+8.1pp |
| Annual return | 102.80% | 29.65%+73.1pp | 69.02%+33.8pp | 32.57%+70.2pp |
| Employer contribution / active EE | $1,763 | $2,988-41.0% | $3,452-48.9% | $2,504-29.6% |
| Participant deferral / active EE | $5,250 | $6,908-24.0% | $5,923-11.4% | $3,967+32.3% |
| Admin fee / account holder | $36 | $79-54.8% | $7,743-99.5% | $100-64.2% |