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 LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,800 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROW, PC Service code 10 · EIN 22-2027092 | Accounting | $15,860 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,495 |
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 | $115,527 | $45,031+156.6% | $84,966+36.0% | $77,643+48.8% |
| Participation rate | 94.1% | 48.7%+45.4pp | 67.5%+26.6pp | 70.6%+23.5pp |
| Annual return | 22.61% | 79.22%-56.6pp | 66.38%-43.8pp | 31.24%-8.6pp |
| Employer contribution / active EE | $7,938 | $1,609+393.3% | $2,727+191.1% | $2,726+191.2% |
| Participant deferral / active EE | $11,553 | $2,807+311.5% | $4,519+155.6% | $4,647+148.6% |
| Admin fee / account holder | $62 | $912-93.2% | $6,149-99.0% | $430-85.5% |