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 LLC4+ years Service code 99 · EIN 26-0058143 | Other Fees | $140,322 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 99 · EIN 04-2530412 | Other Fees | $16,304 |
INSERO & CO. CPAS, LLP4+ years Filed as: INSERO AND CO. CPAS,LLP Service code 99 · EIN 47-5324570 | Other Fees | $11,950 |
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $169,913 | $87,173+94.9% | $59,878+183.8% | $75,289+125.7% |
| Participation rate | 74.8% | 74.5%+0.3pp | 74.7%+0.1pp | 72.4%+2.3pp |
| Annual return | -3.01% | -2.14%-0.9pp | 3.46%-6.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $5,465 | $3,473+57.4% | $2,722+100.8% | $2,405+127.3% |
| Participant deferral / active EE | $5,194 | $3,379+53.7% | $3,402+52.7% | $3,739+38.9% |
| Admin fee / account holder | $97 | $75+29.3% | $3,590-97.3% | $102-5.5% |