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 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 | $190,039 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 27 · EIN 26-0059143 | Advisory (Plan) | $32,500 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,974 | $86,338+64.4% | $91,989+54.3% | $77,787+82.5% |
| Participation rate | 95.5% | 82.9%+12.5pp | 78.6%+16.8pp | 73.2%+22.2pp |
| Annual return | 111.50% | 29.65%+81.8pp | 69.02%+42.5pp | 32.57%+78.9pp |
| Employer contribution / active EE | $4,502 | $2,988+50.7% | $3,452+30.4% | $2,504+79.8% |
| Participant deferral / active EE | $8,692 | $6,908+25.8% | $5,923+46.7% | $3,967+119.1% |
| Admin fee / account holder | $38 | $79-51.7% | $7,743-99.5% | $100-61.7% |