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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $34,425 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,731 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PLANNERS, LLC. Service code 27 4208 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $18,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,884 | $85,135+83.1% | $98,907+57.6% | $73,409+112.3% |
| Participation rate | 98.9% | 81.1%+17.7pp | 76.0%+22.9pp | 72.2%+26.7pp |
| Annual return | 11.53% | 19.14%-7.6pp | 196.43%-184.9pp | 59.29%-47.8pp |
| Employer contribution / active EE | $7,586 | $2,721+178.8% | $2,689+182.1% | $2,234+239.6% |
| Participant deferral / active EE | $5,750 | $4,349+32.2% | $4,244+35.5% | $3,805+51.1% |
| Admin fee / account holder | $179 | $139+28.5% | $6,642-97.3% | $158+13.3% |