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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,466 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,435 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS INC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
Service code 29 · EIN 16-0766172 | Legal | $7,799 |
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 | $77,055 | $55,416+39.0% | $75,972+1.4% | $77,643-0.8% |
| Participation rate | 61.2% | 63.6%-2.3pp | 69.1%-7.8pp | 70.6%-9.3pp |
| Annual return | 13.27% | 17.07%-3.8pp | 359.55%-346.3pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,894 | $1,788+61.9% | $2,685+7.8% | $2,726+6.2% |
| Participant deferral / active EE | $2,681 | $3,447-22.2% | $4,255-37.0% | $4,647-42.3% |
| Admin fee / account holder | $105 | $414-74.6% | $6,467-98.4% | $430-75.5% |