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 13 · EIN 42-0127290 | Contract Administrator | $295,591 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $124,959 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $24,000 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 27 · EIN 13-1459550 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,164 | $136,266-44.1% | $90,749-16.1% | $77,904-2.2% |
| Participation rate | 95.5% | 86.6%+8.9pp | 75.7%+19.8pp | 73.7%+21.8pp |
| Annual return | -15.23% | -11.32%-3.9pp | -12.16%-3.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $2,456 | $4,215-41.7% | $2,921-15.9% | $2,848-13.7% |
| Participant deferral / active EE | $5,793 | $6,353-8.8% | $4,564+26.9% | $4,806+20.5% |
| Admin fee / account holder | $84 | $399-79.0% | $8,445-99.0% | $133-36.8% |