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 | $187,513 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $103,672 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,057 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $5,500 |
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 | $123,384 | $105,581+16.9% | $70,449+75.1% | $90,288+36.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 1.08% | 14.78%-13.7pp | 109.03%-108.0pp | 53.97%-52.9pp |
| Employer contribution / active EE | $7,667 | $3,304+132.1% | $2,737+180.2% | $2,524+203.7% |
| Participant deferral / active EE | $7,004 | $3,813+83.7% | $3,709+88.9% | $4,232+65.5% |
| Admin fee / account holder | $41 | $68-39.7% | $3,845-98.9% | $114-64.3% |