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 | $160,489 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $88,888 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,210 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $25,000 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $5,500 |
TIAA5 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $900 |
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 | $138,304 | $98,780+40.0% | $60,874+127.2% | $77,904+77.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -3.76% | -11.56%+7.8pp | 16.90%-20.7pp | 12.21%-16.0pp |
| Employer contribution / active EE | $6,537 | $3,605+81.4% | $2,701+142.0% | $2,848+129.6% |
| Participant deferral / active EE | $7,365 | $4,200+75.3% | $3,817+93.0% | $4,806+53.2% |
| Admin fee / account holder | $39 | $89-56.3% | $3,224-98.8% | $133-70.8% |