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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $84,143 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 99 · EIN 26-0058143 | Other Fees | $36,000 |
QUINN CONSULTING SERVICES, INC1 year Service code 99 · EIN 54-1871087 | Other Fees | $9,450 |
CLIFTONLARSONALLEN LLP1 year Service code 99 · EIN 41-0746749 | Other Fees | $5,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,118 | $88,360-3.7% | $145,433-41.5% | $67,986+25.2% |
| Participation rate | 65.7% | 65.5%+0.2pp | 82.1%-16.5pp | 57.2%+8.5pp |
| Annual return | 14.73% | 63.15%-48.4pp | 66.58%-51.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $2,659 | $3,054-12.9% | $4,554-41.6% | $2,019+31.7% |
| Participant deferral / active EE | $5,457 | $5,932-8.0% | $7,897-30.9% | $3,358+62.5% |
| Admin fee / account holder | $763 | $3,313-77.0% | $13,129-94.2% | $3,203-76.2% |