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 |
|---|---|---|
CAPITAL FIDUCIARY ADVISORS LLC2+ years Filed as: CAPITAL FIDUCIARY ADVISORS Service code 10 · EIN 20-5306143 | Accounting | $34,047 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,130 |
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.)
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 | $63,351 | $56,629+11.9% | $77,999-18.8% | $55,167+14.8% |
| Participation rate | 54.1% | 73.3%-19.2pp | 75.5%-21.4pp | 69.0%-14.9pp |
| Annual return | 5.32% | 2866.98%-2861.7pp | 425.96%-420.6pp | 169.23%-163.9pp |
| Employer contribution / active EE | $707 | $1,723-59.0% | $2,470-71.4% | $1,963-64.0% |
| Participant deferral / active EE | $1,984 | $2,777-28.6% | $3,497-43.3% | $3,054-35.0% |
| Admin fee / account holder | $395 | $467-15.4% | $5,480-92.8% | $504-21.7% |