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 LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,800 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROW, PC Service code 10 · EIN 22-2027092 | Accounting | $18,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,499 |
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 | $96,354 | $40,385+138.6% | $80,569+19.6% | $74,419+29.5% |
| Participation rate | 96.4% | 47.4%+49.0pp | 67.0%+29.4pp | 70.7%+25.7pp |
| Annual return | 21.12% | 164.85%-143.7pp | 935.43%-914.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $6,183 | $1,496+313.2% | $2,723+127.0% | $2,637+134.4% |
| Participant deferral / active EE | $10,855 | $2,674+305.9% | $4,447+144.1% | $4,528+139.7% |
| Admin fee / account holder | $70 | $720-90.3% | $5,377-98.7% | $348-80.0% |