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 | $32,320 |
CAPITAL MGMT SERVICES INC3 years Filed as: CAPITAL MANAGEMENT SERVICES INC. Service code 27 · EIN 23-2479975 | Advisory (Plan) | $14,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,059 | $73,638+22.3% | $95,952-6.1% | $73,488+22.5% |
| Participation rate | 37.0% | 76.2%-39.1pp | 77.1%-40.1pp | 70.7%-33.7pp |
| Annual return | 14.38% | 16.78%-2.4pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $840 | $1,863-54.9% | $2,541-66.9% | $2,270-63.0% |
| Participant deferral / active EE | $2,077 | $3,617-42.6% | $4,167-50.2% | $3,740-44.5% |
| Admin fee / account holder | $437 | $482-9.4% | $6,795-93.6% | $513-14.9% |