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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $159,974 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $82,500 |
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 | $107,947 | $115,744-6.7% | $100,383+7.5% | $199,768-46.0% |
| Participation rate | 94.6% | 85.7%+9.0pp | 81.5%+13.1pp | 72.0%+22.6pp |
| Annual return | 15.33% | 17.79%-2.5pp | 49.26%-33.9pp | 34.26%-18.9pp |
| Employer contribution / active EE | $1,949 | $3,657-46.7% | $3,944-50.6% | $3,037-35.8% |
| Participant deferral / active EE | $8,289 | $9,844-15.8% | $8,086+2.5% | $5,090+62.9% |
| Admin fee / account holder | $121 | $93+30.2% | $7,900-98.5% | $269-55.0% |