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 |
|---|---|---|
CAPSTONE WEALTH ADVISORS2+ years Service code 27 5875 CASTLE CREEK PARKWAY, STE. 185 · INDIANAPOLIS, IN 46250 | Advisory (Plan) | $8,167 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,128 | $56,629-92.7% | $77,999-94.7% | $55,167-92.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 6.39% | 2866.98%-2860.6pp | 425.96%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $96 | $1,723-94.4% | $2,470-96.1% | $1,963-95.1% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $35 | $467-92.5% | $5,480-99.4% | $504-93.0% |