Filed January 23, 2025
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 37 · EIN 04-2647786 | Loan Processing | $71,768 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,516 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,250 | $34,910+6.7% | $59,496-37.4% | $69,651-46.5% |
| Participation rate | 26.7% | 37.9%-11.1pp | 54.6%-27.8pp | 66.6%-39.8pp |
| Annual return | 1.32% | 0.39%+0.9pp | 182.05%-180.7pp | 53.77%-52.4pp |
| Employer contribution / active EE | $399 | $496-19.5% | $1,153-65.4% | $2,241-82.2% |
| Participant deferral / active EE | $699 | $1,077-35.1% | $1,829-61.8% | $3,635-80.8% |
| Admin fee / account holder | $16 | $60-73.4% | $2,232-99.3% | $63-74.9% |