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 | $21,782 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,038 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS INC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,000 |
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 | $83,051 | $49,693+67.1% | $70,515+17.8% | $74,419+11.6% |
| Participation rate | 46.3% | 64.7%-18.4pp | 68.3%-22.1pp | 70.7%-24.5pp |
| Annual return | 16.62% | 21.22%-4.6pp | 32.77%-16.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,649 | $1,773+49.4% | $2,973-10.9% | $2,637+0.4% |
| Participant deferral / active EE | $2,038 | $3,376-39.6% | $4,567-55.4% | $4,528-55.0% |
| Admin fee / account holder | $78 | $316-75.2% | $6,412-98.8% | $348-77.5% |