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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $442,055 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATION Service code 27 · EIN 22-3189064 | Advisory (Plan) | $25,000 |
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 | $66,850 | $83,595-20.0% | $86,436-22.7% | $78,044-14.3% |
| Participation rate | 89.1% | 81.9%+7.2pp | 80.3%+8.8pp | 74.4%+14.7pp |
| Annual return | -16.94% | -10.64%-6.3pp | 4394.89%-4411.8pp | 10.87%-27.8pp |
| Employer contribution / active EE | $1,405 | $3,111-54.8% | $3,769-62.7% | $3,125-55.0% |
| Participant deferral / active EE | $4,719 | $6,427-26.6% | $6,952-32.1% | $5,084-7.2% |
| Admin fee / account holder | $66 | $82-19.7% | $6,731-99.0% | $79-16.1% |