Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $87,669 |
CAPFINANCIAL PARTNERS LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,119 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,253 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,251 | $66,457+55.4% | $81,438+26.8% | $77,671+32.9% |
| Participation rate | 99.3% | 68.7%+30.6pp | 69.5%+29.8pp | 70.6%+28.7pp |
| Annual return | 16.48% | 15.93%+0.6pp | 24.74%-8.3pp | 31.21%-14.7pp |
| Employer contribution / active EE | $6,097 | $2,159+182.3% | $2,460+147.8% | $2,726+123.6% |
| Participant deferral / active EE | $7,009 | $3,679+90.5% | $3,883+80.5% | $4,648+50.8% |
| Admin fee / account holder | $227 | $583-61.1% | $5,764-96.1% | $430-47.3% |