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 | $110,915 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,707 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,779 | $37,383+1.1% | $71,086-46.9% | $73,367-48.5% |
| Participation rate | 30.5% | 33.8%-3.4pp | 54.7%-24.2pp | 69.5%-39.0pp |
| Annual return | -2.79% | 0.47%-3.3pp | 650.59%-653.4pp | 173.45%-176.2pp |
| Employer contribution / active EE | $497 | $490+1.4% | $1,088-54.3% | $2,499-80.1% |
| Participant deferral / active EE | $902 | $1,117-19.2% | $1,874-51.9% | $4,033-77.6% |
| Admin fee / account holder | $26 | $75-65.1% | $3,082-99.2% | $68-61.9% |