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 8-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 LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,199 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,384 |
Form 5500 reported that benefits due were not provided when due.
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 | $146,532 | $84,487+73.4% | $125,339+16.9% | $66,914+119.0% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.5pp | 69.8%+22.1pp |
| Annual return | -17.72% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,406 | $3,553+24.0% | $4,814-8.5% | $2,544+73.2% |
| Participant deferral / active EE | $11,387 | $6,781+67.9% | $7,446+52.9% | $4,237+168.8% |
| Admin fee / account holder | $205 | $685-70.1% | $10,010-98.0% | $593-65.5% |