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 60 · EIN 04-2647786 | Sub-TA Fees | $5,275 |
CAPITAL ADVISORS INC1 year Service code 61 · EIN 73-1044294 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,600 | $64,909-51.3% | $82,313-61.6% | $62,292-49.3% |
| Participation rate | 44.4% | 74.9%-30.4pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 17.37% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $510 | $1,676-69.6% | $2,428-79.0% | $2,042-75.0% |
| Participant deferral / active EE | $1,171 | $3,103-62.3% | $3,706-68.4% | $3,169-63.0% |
| Admin fee / account holder | $63 | $440-85.7% | $5,608-98.9% | $479-86.9% |