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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,419 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS , LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,962 | $39,973+205.1% | $79,550+53.3% | $77,904+56.6% |
| Participation rate | 55.9% | 64.6%-8.7pp | 69.5%-13.6pp | 73.7%-17.8pp |
| Annual return | -16.34% | 3.42%-19.8pp | 0.16%-16.5pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,744 | $1,088+60.3% | $2,413-27.7% | $2,848-38.8% |
| Participant deferral / active EE | $4,045 | $2,774+45.8% | $3,985+1.5% | $4,806-15.8% |
| Admin fee / account holder | $55 | $113-51.6% | $6,832-99.2% | $133-58.8% |