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 6-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 | $209,769 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,400 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,341 |
Service code 10 · EIN 83-0414789 | Accounting | $14,000 |
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 | $222,406 | $128,899+72.5% | $113,168+96.5% | $102,872+116.2% |
| Participation rate | 98.6% | 87.0%+11.6pp | 76.6%+22.1pp | 73.0%+25.6pp |
| Annual return | 14.86% | 15.88%-1.0pp | 24.27%-9.4pp | 19.06%-4.2pp |
| Employer contribution / active EE | $3,501 | $3,713-5.7% | $2,975+17.7% | $3,526-0.7% |
| Participant deferral / active EE | $12,283 | $6,787+81.0% | $5,107+140.5% | $5,535+121.9% |
| Admin fee / account holder | $299 | $129+131.0% | $12,068-97.5% | $292+2.3% |