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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $27,533 |
PORTFOLIO EVALUATIONS, INC.6 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $21,102 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $10,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$99,668 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,156 | $71,142+61.9% | $119,609-3.7% | $64,808+77.7% |
| Participation rate | 91.5% | 78.6%+12.9pp | 79.3%+12.3pp | 71.5%+20.0pp |
| Annual return | -17.49% | -10.01%-7.5pp | -14.97%-2.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $3,168 | $2,497+26.8% | $4,232-25.1% | $2,506+26.4% |
| Participant deferral / active EE | $8,700 | $4,490+93.8% | $5,602+55.3% | $4,310+101.8% |
| Admin fee / account holder | $66 | $162-59.5% | $10,323-99.4% | $188-65.1% |