Filed November 18, 2022
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,002 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,775 |
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 | $102,955 | $78,485+31.2% | $106,213-3.1% | $74,495+38.2% |
| Participation rate | 92.5% | 72.8%+19.6pp | 75.3%+17.2pp | 67.2%+25.3pp |
| Annual return | 17.45% | 15.95%+1.5pp | 116.14%-98.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $4,902 | $2,523+94.3% | $3,171+54.6% | $2,623+86.9% |
| Participant deferral / active EE | $3,644 | $4,322-15.7% | $5,016-27.4% | $4,346-16.1% |
| Admin fee / account holder | $207 | $2,232-90.7% | $11,033-98.1% | $1,942-89.3% |