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 13 · EIN 06-1050034 | Contract Administrator | $353,899 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,480 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $17,736 |
PENSION ASSURANCE LLP2 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $15,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,301 | $144,996-55.7% | $111,297-42.2% | $93,030-30.9% |
| Participation rate | 91.5% | 86.2%+5.3pp | 77.3%+14.2pp | 73.9%+17.6pp |
| Annual return | 13.02% | 18.26%-5.2pp | 54.65%-41.6pp | 158.70%-145.7pp |
| Employer contribution / active EE | $1,457 | $3,056-52.3% | $2,731-46.6% | $2,706-46.1% |
| Participant deferral / active EE | $3,777 | $5,587-32.4% | $4,487-15.8% | $4,562-17.2% |
| Admin fee / account holder | $112 | $103+8.7% | $7,964-98.6% | $152-25.9% |