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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $236,081 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $234,466 |
COHN REZNICK LLP8+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $36,225 |
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 | $106,390 | $44,626+138.4% | $86,188+23.4% | $80,160+32.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 69.0%+31.0pp | 72.9%+27.1pp |
| Annual return | -7.01% | 19.61%-26.6pp | 1168.45%-1175.5pp | 40.38%-47.4pp |
| Employer contribution / active EE | $4,622 | $1,099+320.6% | $2,380+94.2% | $2,978+55.2% |
| Participant deferral / active EE | $6,598 | $2,769+138.3% | $3,985+65.6% | $5,017+31.5% |
| Admin fee / account holder | $71 | $133-46.9% | $6,852-99.0% | $145-51.2% |