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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,932 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $19,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,853 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,195 | $75,388+307.5% | $123,544+148.7% | $55,725+451.3% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.3%+13.9pp | 70.9%+25.4pp |
| Annual return | -1.86% | 4.48%-6.3pp | 119.20%-121.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $12,172 | $3,063+297.4% | $4,628+163.0% | $2,078+485.7% |
| Participant deferral / active EE | $11,312 | $5,651+100.2% | $6,426+76.0% | $3,356+237.1% |
| Admin fee / account holder | $41 | $120-65.7% | $9,284-99.6% | $115-64.3% |