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 |
|---|---|---|
5C CAPITAL MANAGEMENT, LLC3 years Service code 15 · EIN 81-2584069 | Recordkeeping | $43,508 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,477 |
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 | $39,436 | $84,487-53.3% | $125,339-68.5% | $66,914-41.1% |
| Participation rate | 94.3% | 76.4%+17.8pp | 82.4%+11.9pp | 69.8%+24.5pp |
| Annual return | -15.22% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $7,366 | $3,553+107.3% | $4,814+53.0% | $2,544+189.5% |
| Participant deferral / active EE | $14,906 | $6,781+119.8% | $7,446+100.2% | $4,237+251.8% |
| Admin fee / account holder | $236 | $685-65.6% | $10,010-97.6% | $593-60.3% |