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 |
|---|---|---|
Filed as: PWC US TAX LLP Service code 10 · EIN 92-0460586 | Accounting | $77,621 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 47-4009638 | Consulting | $45,707 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,342 |
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 | $119,167 | $53,345+123.4% | $121,098-1.6% | $74,419+60.1% |
| Participation rate | 72.8% | 60.0%+12.8pp | 69.5%+3.3pp | 70.7%+2.0pp |
| Annual return | 25.16% | 35.15%-10.0pp | 985.75%-960.6pp | 34.38%-9.2pp |
| Employer contribution / active EE | $1,155 | $1,898-39.2% | $4,164-72.3% | $2,637-56.2% |
| Participant deferral / active EE | $6,998 | $3,221+117.3% | $4,080+71.5% | $4,528+54.6% |
| Admin fee / account holder | $218 | $382-42.9% | $5,644-96.1% | $348-37.3% |