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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,130 |
Filed as: FIDELITY INVS INST OPER CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $67,149 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $20,680 |
TIAA2 years Filed as: TIAA-CREF Service code 27 · EIN 13-1624203 | Advisory (Plan) | $11,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,536 | $117,739+72.0% | $65,493+209.2% | $117,739+72.0% |
| Participation rate | 63.1% | 76.6%-13.6pp | 73.1%-10.0pp | 76.6%-13.6pp |
| Annual return | 10.15% | 17.29%-7.1pp | 982.45%-972.3pp | 17.29%-7.1pp |
| Employer contribution / active EE | $3,972 | $3,746+6.0% | $2,574+54.3% | $3,746+6.0% |
| Participant deferral / active EE | $4,120 | $6,128-32.8% | $3,961+4.0% | $6,128-32.8% |
| Admin fee / account holder | $47 | $112-58.0% | $5,028-99.1% | $112-58.0% |