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 LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,102 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $47,383 |
ACTIUM LLC5 years Service code 27 · EIN 59-3835428 | Advisory (Plan) | $26,083 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3697259 | Securities Custodian | $7,256 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,330 | $71,142-15.2% | $119,609-49.6% | $64,808-6.9% |
| Participation rate | 94.5% | 78.6%+15.9pp | 79.3%+15.3pp | 71.5%+23.1pp |
| Annual return | -16.28% | -10.01%-6.3pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,663 | $2,497-33.4% | $4,232-60.7% | $2,506-33.6% |
| Participant deferral / active EE | $4,700 | $4,490+4.7% | $5,602-16.1% | $4,310+9.0% |
| Admin fee / account holder | $293 | $162+80.9% | $10,323-97.2% | $188+56.2% |