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 | $569,055 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,628 |
VENABLE LLP7 years Service code 13 · EIN 52-0517250 | Contract Administrator | $17,401 |
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 | $16,456 | $83,057-80.2% | $143,757-88.6% | $89,394-81.6% |
| Participation rate | 86.3% | 74.0%+12.3pp | 80.3%+6.0pp | 71.3%+15.0pp |
| Annual return | -14.28% | -13.97%-0.3pp | -0.04%-14.2pp | -11.89%-2.4pp |
| Employer contribution / active EE | $697 | $2,095-66.8% | $4,951-85.9% | $3,022-76.9% |
| Participant deferral / active EE | $2,053 | $4,281-52.0% | $5,637-63.6% | $5,123-59.9% |
| Admin fee / account holder | $45 | $83-45.3% | $14,673-99.7% | $79-42.8% |