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 |
|---|---|---|
THE CAFARO GROUP LLC3 years Filed as: CAFARO GREENLEAF Service code 28 · EIN 47-1303673 | Investment Management | $9,874 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $2,277 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,483 | $159,106-41.9% | $110,238-16.1% | - |
| Participation rate | 85.9% | 75.5%+10.4pp | 79.8%+6.0pp | - |
| Annual return | -4.24% | -5.88%+1.6pp | 314.74%-319.0pp | - |
| Employer contribution / active EE | $1,573 | $2,751-42.8% | $3,826-58.9% | - |
| Participant deferral / active EE | $4,989 | $3,490+43.0% | $4,672+6.8% | - |
| Admin fee / account holder | $118 | $9,628-98.8% | $8,547-98.6% | - |