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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $667,132 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,549 |
VENABLE LLP4 years Service code 29 · EIN 52-0517250 | Legal | $5,065 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $14,462 | $58,202-75.2% | $172,739-91.6% | $89,569-83.9% |
| Participation rate | 78.2% | 72.8%+5.4pp | 82.6%-4.4pp | 69.6%+8.7pp |
| Annual return | 21.47% | 61.59%-40.1pp | 802.84%-781.4pp | 34.56%-13.1pp |
| Employer contribution / active EE | $507 | $1,759-71.2% | $5,143-90.1% | $2,584-80.4% |
| Participant deferral / active EE | $1,391 | $3,335-58.3% | $5,198-73.2% | $4,220-67.0% |
| Admin fee / account holder | $60 | $53+14.8% | $13,954-99.6% | $72-15.8% |