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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC4+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,500 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,818 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,740 | $70,083-69.0% | $59,878-63.7% | $55,725-61.0% |
| Participation rate | 81.4% | 78.4%+3.0pp | 74.7%+6.7pp | 70.9%+10.5pp |
| Annual return | -2.66% | 3.13%-5.8pp | 3.46%-6.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,791 | $2,878-37.8% | $2,722-34.2% | $2,078-13.8% |
| Participant deferral / active EE | $1,135 | $3,079-63.1% | $3,402-66.6% | $3,356-66.2% |
| Admin fee / account holder | $34 | $70-52.2% | $3,590-99.1% | $115-70.8% |