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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,561 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,544 | $80,211-4.6% | $74,183+3.2% | $63,975+19.6% |
| Participation rate | 89.8% | 84.2%+5.7pp | 76.6%+13.2pp | 71.1%+18.7pp |
| Annual return | 4.50% | 14.13%-9.6pp | 17.74%-13.2pp | 48.65%-44.2pp |
| Employer contribution / active EE | $6,215 | $2,553+143.4% | $2,370+162.2% | $2,182+184.9% |
| Participant deferral / active EE | $5,927 | $4,370+35.6% | $3,550+67.0% | $3,356+76.6% |
| Admin fee / account holder | $40 | $67-39.8% | $5,586-99.3% | $70-42.5% |