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 | $49,749 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $28,657 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,072 | $93,131-39.8% | $106,548-47.4% | $86,799-35.4% |
| Participation rate | 65.5% | 81.4%-16.0pp | 76.1%-10.7pp | 72.3%-6.8pp |
| Annual return | 13.99% | 19.45%-5.5pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $860 | $2,895-70.3% | $2,819-69.5% | $2,405-64.2% |
| Participant deferral / active EE | $2,560 | $4,708-45.6% | $4,398-41.8% | $4,131-38.0% |
| Admin fee / account holder | $130 | $145-10.2% | $7,407-98.2% | $170-23.1% |