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 37 · EIN 04-2647786 | Loan Processing | $2,355,834 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $710,417 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $98,895 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $25,400 |
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.
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 | $51,183 | $118,441-56.8% | $151,611-66.2% | $89,394-42.7% |
| Participation rate | 95.0% | 88.0%+7.0pp | 87.5%+7.5pp | 71.3%+23.7pp |
| Annual return | -16.18% | -9.10%-7.1pp | 3.33%-19.5pp | -11.89%-4.3pp |
| Employer contribution / active EE | $1,848 | $4,770-61.3% | $6,166-70.0% | $3,022-38.8% |
| Participant deferral / active EE | $6,392 | $7,648-16.4% | $8,363-23.6% | $5,123+24.8% |
| Admin fee / account holder | $50 | $90-43.7% | $11,616-99.6% | $79-36.5% |