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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $508,544 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $125,150 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $17,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,180 | $117,739-81.2% | $88,946-75.1% | $117,739-81.2% |
| Participation rate | 65.6% | 76.6%-11.0pp | 68.8%-3.2pp | 76.6%-11.0pp |
| Annual return | 21.00% | 17.29%+3.7pp | 57.82%-36.8pp | 17.29%+3.7pp |
| Employer contribution / active EE | $72 | $3,746-98.1% | $2,555-97.2% | $3,746-98.1% |
| Participant deferral / active EE | $5,044 | $6,128-17.7% | $4,581+10.1% | $6,128-17.7% |
| Admin fee / account holder | $98 | $112-12.5% | $8,261-98.8% | $112-12.5% |