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 | $484,388 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,334 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $101,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $75,889 | $169,122-55.1% | $77,999-2.7% | $329,111-76.9% |
| Participation rate | 59.5% | 88.4%-28.9pp | 75.5%-16.1pp | 67.9%-8.4pp |
| Annual return | 9.08% | 11.00%-1.9pp | 425.96%-416.9pp | 16.35%-7.3pp |
| Employer contribution / active EE | $1,572 | $5,827-73.0% | $2,470-36.3% | $2,303-31.7% |
| Participant deferral / active EE | $3,206 | $8,046-60.1% | $3,497-8.3% | $3,682-12.9% |
| Admin fee / account holder | $101 | $83+22.4% | $5,480-98.2% | $754-86.6% |