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 |
|---|---|---|
Filed as: CAPITAL PLANNING ADVISORS Service code 26 · EIN 45-2502263 | Advisory (Participants) | $10,908 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 57 · EIN 23-1945930 | Redemption fees | $1,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,167 | $62,132-69.2% | $185,823-89.7% | $73,488-73.9% |
| Participation rate | 36.4% | 67.8%-31.5pp | 78.0%-41.7pp | 70.7%-34.3pp |
| Annual return | 25.15% | 20.44%+4.7pp | 35.95%-10.8pp | 28.51%-3.4pp |
| Employer contribution / active EE | $667 | $1,681-60.3% | $4,087-83.7% | $2,270-70.6% |
| Participant deferral / active EE | $1,599 | $3,711-56.9% | $5,632-71.6% | $3,740-57.2% |
| Admin fee / account holder | $86 | $419-79.5% | $9,500-99.1% | $513-83.3% |