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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $352,294 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,191 |
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 | $108,438 | $131,153-17.3% | $101,326+7.0% | $102,872+5.4% |
| Participation rate | 90.2% | 80.8%+9.5pp | 81.5%+8.7pp | 73.0%+17.2pp |
| Annual return | 16.87% | 23.05%-6.2pp | 36.82%-19.9pp | 19.06%-2.2pp |
| Employer contribution / active EE | $1,629 | $3,900-58.2% | $3,665-55.5% | $3,526-53.8% |
| Participant deferral / active EE | $5,740 | $10,801-46.9% | $7,994-28.2% | $5,535+3.7% |
| Admin fee / account holder | $68 | $140-51.1% | $11,185-99.4% | $292-76.6% |