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 | $209,840 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,366 |
COHN REZNICK LLP1 year Filed as: COHN REZNIK LLP Service code 10 · EIN 22-1478099 | Accounting | $31,500 |
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 | $92,836 | $103,918-10.7% | $94,646-1.9% | $80,160+15.8% |
| Participation rate | 96.4% | 85.8%+10.6pp | 80.8%+15.6pp | 72.9%+23.5pp |
| Annual return | 20.46% | 27.77%-7.3pp | 156.71%-136.2pp | 40.38%-19.9pp |
| Employer contribution / active EE | $2,962 | $3,539-16.3% | $3,672-19.3% | $2,978-0.5% |
| Participant deferral / active EE | $8,406 | $9,528-11.8% | $7,418+13.3% | $5,017+67.5% |
| Admin fee / account holder | $238 | $96+146.6% | $7,231-96.7% | $145+64.1% |