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 13 · EIN 42-0127290 | Contract Administrator | $209,347 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,679 |
DASZKALBOLTON1 year Filed as: DASZKALBOLTON ACCOUNTANT Service code 10 · EIN 65-0406502 | Accounting | $29,393 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,427 | $87,621-17.3% | $86,436-16.2% | $77,904-7.0% |
| Participation rate | 96.5% | 85.8%+10.7pp | 80.3%+16.1pp | 73.7%+22.8pp |
| Annual return | -17.75% | -13.90%-3.8pp | 4394.89%-4412.6pp | 12.21%-30.0pp |
| Employer contribution / active EE | $2,723 | $3,474-21.6% | $3,769-27.7% | $2,848-4.4% |
| Participant deferral / active EE | $7,571 | $8,645-12.4% | $6,952+8.9% | $4,806+57.5% |
| Admin fee / account holder | $196 | $85+132.0% | $6,731-97.1% | $133+48.2% |