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 | $94,378 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,900 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $12,600 |
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 | $59,744 | $130,141-54.1% | $86,677-31.1% | $77,904-23.3% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -16.70% | -12.75%-4.0pp | 35.91%-52.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $2,293 | $3,220-28.8% | $2,836-19.2% | $2,848-19.5% |
| Participant deferral / active EE | $3,164 | $5,757-45.1% | $4,656-32.0% | $4,806-34.2% |
| Admin fee / account holder | $106 | $132-19.4% | $7,493-98.6% | $133-19.9% |