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 | $690,130 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,564 |
VENABLE LLP9 years Service code 27 · EIN 52-0517250 | Advisory (Plan) | $1,166 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,314 | $73,283-68.2% | $155,509-85.0% | $106,382-78.1% |
| Participation rate | 89.4% | 73.3%+16.1pp | 78.2%+11.2pp | 69.9%+19.5pp |
| Annual return | 12.73% | 15.77%-3.0pp | 64.67%-51.9pp | 17.37%-4.6pp |
| Employer contribution / active EE | $725 | $2,247-67.7% | $4,672-84.5% | $3,364-78.4% |
| Participant deferral / active EE | $2,217 | $4,580-51.6% | $5,626-60.6% | $5,569-60.2% |
| Admin fee / account holder | $56 | $56-0.2% | $15,912-99.6% | $79-29.3% |