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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $163,348 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,210 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $114,525 |
COHNREZNICK LLP4 years Service code 10 · EIN 33-4144829 | Accounting | $29,925 |
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 | $132,417 | $115,744+14.4% | $100,383+31.9% | $199,768-33.7% |
| Participation rate | 96.7% | 85.7%+11.0pp | 81.5%+15.2pp | 72.0%+24.7pp |
| Annual return | 13.95% | 17.79%-3.8pp | 49.26%-35.3pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,590 | $3,657-1.8% | $3,944-9.0% | $3,037+18.2% |
| Participant deferral / active EE | $10,023 | $9,844+1.8% | $8,086+24.0% | $5,090+96.9% |
| Admin fee / account holder | $87 | $93-6.5% | $7,900-98.9% | $269-67.7% |