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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $86,754 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $80,742 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,792 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,280 | $204,517-39.7% | $69,455+77.5% | $77,787+58.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 7.28% | 22.10%-14.8pp | 28.97%-21.7pp | 32.57%-25.3pp |
| Employer contribution / active EE | $7,313 | $3,548+106.1% | $2,779+163.1% | $2,504+192.0% |
| Participant deferral / active EE | $6,131 | $3,478+76.3% | $3,535+73.4% | $3,967+54.5% |
| Admin fee / account holder | $40 | $101-60.2% | $3,839-99.0% | $100-60.0% |