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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $60,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,974 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,592 |
EISNERAMPER LLP9+ years Service code 10 · EIN 87-1363769 | Accounting | $24,255 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,729 | $95,274+320.6% | $135,903+194.9% | $74,419+438.5% |
| Participation rate | 96.6% | 78.2%+18.5pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 22.85% | 32.77%-9.9pp | 68.23%-45.4pp | 34.38%-11.5pp |
| Employer contribution / active EE | $9,230 | $3,874+138.2% | $4,856+90.1% | $2,637+250.0% |
| Participant deferral / active EE | $14,262 | $7,782+83.3% | $7,758+83.8% | $4,528+215.0% |
| Admin fee / account holder | $163 | $266-38.8% | $10,762-98.5% | $348-53.2% |