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 ADVISORS INC3 years Service code 27 · EIN 73-1044294 | Advisory (Plan) | $6,094 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,970 | $99,957-44.0% | $149,696-62.6% | $73,488-23.8% |
| Participation rate | 45.8% | 75.7%-29.9pp | 82.5%-36.7pp | 70.7%-24.9pp |
| Annual return | 21.18% | 53.87%-32.7pp | 276.60%-255.4pp | 28.51%-7.3pp |
| Employer contribution / active EE | $764 | $3,191-76.1% | $4,644-83.6% | $2,270-66.3% |
| Participant deferral / active EE | $4,293 | $6,073-29.3% | $6,842-37.2% | $3,740+14.8% |
| Admin fee / account holder | $80 | $551-85.4% | $9,309-99.1% | $513-84.4% |