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 |
|---|---|---|
HAPANOWICZ & ASSOCIATES6+ years Service code 26 · EIN 25-1839938 | Advisory (Participants) | $30,917 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $25,301 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES IN Service code 13 · EIN 25-1802421 | Contract Administrator | $4,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,484 | $79,519-32.7% | $95,952-44.3% | $73,409-27.1% |
| Participation rate | 94.3% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 23.80% | 19.20%+4.6pp | 91.61%-67.8pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,115 | $2,048-45.6% | $2,541-56.1% | $2,234-50.1% |
| Participant deferral / active EE | $1,583 | $4,138-61.8% | $4,167-62.0% | $3,805-58.4% |
| Admin fee / account holder | $143 | $184-22.4% | $6,795-97.9% | $158-9.4% |