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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $157,542 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,117 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $23,878 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,028 | $130,141-14.7% | $86,677+28.1% | $77,904+42.5% |
| Participation rate | 97.6% | 85.9%+11.7pp | 76.6%+21.0pp | 73.7%+23.9pp |
| Annual return | -22.86% | -12.75%-10.1pp | 35.91%-58.8pp | 12.21%-35.1pp |
| Employer contribution / active EE | $2,759 | $3,220-14.3% | $2,836-2.7% | $2,848-3.1% |
| Participant deferral / active EE | $6,264 | $5,757+8.8% | $4,656+34.6% | $4,806+30.3% |
| Admin fee / account holder | $163 | $132+23.8% | $7,493-97.8% | $133+23.1% |