See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,313,303 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $584,548 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $125,904 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $30,000 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $12,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $62,802 | $143,889-56.4% | $189,513-66.9% | $106,520-41.0% |
| Participation rate | 95.7% | 89.1%+6.5pp | 87.8%+7.9pp | 71.3%+24.4pp |
| Annual return | 15.69% | 17.38%-1.7pp | 555.15%-539.5pp | 19.28%-3.6pp |
| Employer contribution / active EE | $1,855 | $4,416-58.0% | $6,162-69.9% | $2,840-34.7% |
| Participant deferral / active EE | $6,591 | $7,575-13.0% | $8,221-19.8% | $4,948+33.2% |
| Admin fee / account holder | $52 | $98-47.3% | $12,045-99.6% | $75-30.6% |