See peer percentile detail. $4.99 for your first month.
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See the 8-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 37 · EIN 04-2647786 | Loan Processing | $442,681 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 17 · EIN 26-0058143 | Pension Consulting | $48,750 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 17 · EIN 81-0635433 | Pension Consulting | $37,736 |
BAKER TILLY US, LLP8+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $28,350 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $14,731 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,640-100.0% | $86,436-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -98.53% | 6782.58%-6881.1pp | 4394.89%-4493.4pp | 417.96%-516.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |