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 | $144,957 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,216 |
GREERWALKER LLP1 year Filed as: GREENWALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $10,865 |
Participant 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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,390 | $104,631-58.5% | $98,439-55.9% | $80,160-45.9% |
| Participation rate | 85.9% | 87.5%-1.7pp | 75.2%+10.7pp | 72.9%+12.9pp |
| Annual return | 17.69% | 34.72%-17.0pp | 21.16%-3.5pp | 40.38%-22.7pp |
| Employer contribution / active EE | $4,163 | $4,517-7.9% | $3,048+36.6% | $2,978+39.8% |
| Participant deferral / active EE | $3,009 | $6,545-54.0% | $4,738-36.5% | $5,017-40.0% |
| Admin fee / account holder | $159 | $105+51.7% | $8,948-98.2% | $145+9.7% |