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 | $22,655 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,412 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS INC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,392 | $44,764+34.9% | $68,791-12.2% | $64,808-6.8% |
| Participation rate | 61.7% | 64.8%-3.1pp | 69.0%-7.4pp | 71.5%-9.8pp |
| Annual return | -15.50% | -10.91%-4.6pp | -6.38%-9.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,889 | $1,775+62.7% | $2,655+8.8% | $2,506+15.3% |
| Participant deferral / active EE | $2,273 | $3,238-29.8% | $3,941-42.3% | $4,310-47.3% |
| Admin fee / account holder | $67 | $151-55.4% | $4,932-98.6% | $188-64.1% |