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 LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,106 |
QUALIFIED PLANS, LLC9+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 49 | Other Services | $4,589 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $2,850 |
QUALIFIED PLAN CONSULTANS6 years Service code 49 · EIN 20-0223513 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,787 | $30,147+45.2% | $58,482-25.1% | $80,160-45.4% |
| Participation rate | 21.9% | 34.4%-12.5pp | 50.9%-29.0pp | 72.9%-51.1pp |
| Annual return | 16.62% | 21.97%-5.3pp | 4239.32%-4222.7pp | 40.38%-23.8pp |
| Employer contribution / active EE | $158 | $528-70.0% | $1,053-85.0% | $2,978-94.7% |
| Participant deferral / active EE | $696 | $1,249-44.3% | $1,924-63.8% | $5,017-86.1% |
| Admin fee / account holder | $8 | $195-95.9% | $2,516-99.7% | $145-94.5% |