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 9-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,928 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $31,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,937 | $86,791-45.9% | $115,037-59.2% | $59,188-20.7% |
| Participation rate | 94.1% | 72.8%+21.3pp | 81.4%+12.8pp | 69.4%+24.7pp |
| Annual return | 2.23% | 4.44%-2.2pp | 26.14%-23.9pp | 5.51%-3.3pp |
| Employer contribution / active EE | $1,909 | $2,950-35.3% | $4,608-58.6% | $2,098-9.0% |
| Participant deferral / active EE | $6,774 | $5,298+27.9% | $6,026+12.4% | $3,265+107.5% |
| Admin fee / account holder | $18 | $95-80.7% | $8,175-99.8% | $92-80.1% |