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) | $30,701 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,773 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,224 |
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 | $153,919 | $66,098+132.9% | $101,794+51.2% | $74,304+107.1% |
| Participation rate | 89.2% | 53.8%+35.4pp | 69.2%+20.0pp | 60.3%+28.8pp |
| Annual return | 14.70% | 19.59%-4.9pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,660 | $1,082+53.5% | $2,289-27.5% | $2,241-25.9% |
| Participant deferral / active EE | $8,793 | $2,781+216.2% | $4,084+115.3% | $3,767+133.4% |
| Admin fee / account holder | $201 | $4,146-95.1% | $8,777-97.7% | $2,969-93.2% |