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 LLC6 years Filed as: CAFARO GREENLEAF Service code 28 · EIN 47-1303673 | Investment Management | $12,869 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,484 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,263 | $99,985+48.3% | $146,665+1.1% | $85,850+72.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.60% | 18.93%-8.3pp | 22.74%-12.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,567 | $2,559+0.3% | $4,136-37.9% | $2,565+0.1% |
| Participant deferral / active EE | $10,408 | $4,006+159.8% | $5,506+89.0% | $3,952+163.4% |
| Admin fee / account holder | $177 | $7,702-97.7% | $10,280-98.3% | $6,260-97.2% |