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 LLC5 years Filed as: CAFARO GREENLEAF Service code 28 · EIN 47-1303673 | Investment Management | $26,626 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $1,618 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $126,433 | $91,552+38.1% | $133,956-5.6% | $79,858+58.3% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 13.28% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,570 | $2,384-34.1% | $3,919-59.9% | $2,471-36.5% |
| Participant deferral / active EE | $5,770 | $3,733+54.6% | $5,048+14.3% | $3,740+54.3% |
| Admin fee / account holder | $274 | $6,321-95.7% | $8,927-96.9% | $5,306-94.8% |