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 9-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 |
|---|---|---|
CAPSTONE WEALTH ADVISORS1 year Service code 26 2005 MADRONA AVE SE · SALEM, OR 97302 | Advisory (Participants) | $7,547 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,177 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,153 | $84,487-86.8% | $125,339-91.1% | $66,914-83.3% |
| Participation rate | 72.8% | 76.4%-3.6pp | 82.4%-9.6pp | 69.8%+3.0pp |
| Annual return | -21.55% | -8.39%-13.2pp | 572.05%-593.6pp | 1.58%-23.1pp |
| Employer contribution / active EE | $1,110 | $3,553-68.7% | $4,814-76.9% | $2,544-56.4% |
| Participant deferral / active EE | $4,521 | $6,781-33.3% | $7,446-39.3% | $4,237+6.7% |
| Admin fee / account holder | $73 | $685-89.4% | $10,010-99.3% | $593-87.7% |