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 LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $24,150 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PLANNERS, LLC. Service code 27 4208 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,418 |
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 | $134,290 | $81,908+64.0% | $90,749+48.0% | $64,808+107.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -14.69% | -12.53%-2.2pp | -12.16%-2.5pp | 32.82%-47.5pp |
| Employer contribution / active EE | $7,121 | $3,065+132.3% | $2,921+143.8% | $2,506+184.2% |
| Participant deferral / active EE | $5,649 | $4,840+16.7% | $4,564+23.8% | $4,310+31.1% |
| Admin fee / account holder | $161 | $157+2.4% | $8,445-98.1% | $188-14.3% |