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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 99 · EIN 26-0058143 | Other Fees | $58,988 |
INSERO & CO. CPAS, LLP1+ years Filed as: INSERO AND CO. CPAS,LLP Service code 99 · EIN 47-5324570 | Other Fees | $11,150 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 99 · EIN 04-2530412 | Other Fees | $8,730 |
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
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 | $160,280 | $112,772+42.1% | $57,343+179.5% | $59,188+170.8% |
| Participation rate | 70.4% | 71.3%-1.0pp | 75.1%-4.7pp | 69.4%+0.9pp |
| Annual return | 1.83% | 0.85%+1.0pp | 24.39%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $5,105 | $3,400+50.1% | $2,689+89.9% | $2,098+143.3% |
| Participant deferral / active EE | $4,583 | $3,010+52.3% | $3,162+44.9% | $3,265+40.4% |
| Admin fee / account holder | $48 | $144-66.5% | $3,356-98.6% | $92-47.6% |