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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,200 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,700 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $19,000 |
HANCOCK ASKEW & CO., LLP1 year Service code 10 · EIN 58-0662558 | Accounting | $9,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,981 | $87,870+38.8% | $113,168+7.8% | $74,304+64.2% |
| Participation rate | 92.6% | 70.7%+21.8pp | 76.6%+16.0pp | 60.3%+32.2pp |
| Annual return | 17.69% | 26.44%-8.7pp | 24.27%-6.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,342 | $2,277+46.8% | $2,975+12.3% | $2,241+49.1% |
| Participant deferral / active EE | $5,472 | $4,241+29.0% | $5,107+7.2% | $3,767+45.3% |
| Admin fee / account holder | $386 | $3,368-88.5% | $12,068-96.8% | $2,969-87.0% |