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 FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $105,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,541 |
CONCANNON, MILLER & CO P.C.5+ years Service code 10 1525 VALLEY CENTER PARKWAY · BETHLEHEM, PA 18017 | Accounting | $17,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,486 | $101,523-46.3% | $141,162-61.4% | $77,787-30.0% |
| Participation rate | 82.1% | 77.4%+4.8pp | 82.5%-0.3pp | 73.2%+8.9pp |
| Annual return | 22.58% | 56.22%-33.6pp | 71.39%-48.8pp | 32.57%-10.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,254 | $6,434-18.3% | $6,709-21.7% | $3,967+32.4% |
| Admin fee / account holder | $71 | $92-22.1% | $10,261-99.3% | $100-28.7% |