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 5-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 06-1050034 | Contract Administrator | $97,419 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,114 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $11,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,823 | $144,996-53.2% | $111,297-39.1% | $93,030-27.1% |
| Participation rate | 100.0% | 86.2%+13.8pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 12.94% | 18.26%-5.3pp | 54.65%-41.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $2,972 | $3,056-2.7% | $2,731+8.8% | $2,706+9.8% |
| Participant deferral / active EE | $2,777 | $5,587-50.3% | $4,487-38.1% | $4,562-39.1% |
| Admin fee / account holder | $91 | $103-12.0% | $7,964-98.9% | $152-40.0% |