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 INC2 years Service code 27 · EIN 73-1044294 | Advisory (Plan) | $6,657 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,700 |
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 | $29,714 | $59,186-49.8% | $76,768-61.3% | $56,287-47.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 77.0%-27.0pp | 69.9%-19.9pp |
| Annual return | 0.41% | 6.62%-6.2pp | 2.43%-2.0pp | -9.96%+10.4pp |
| Employer contribution / active EE | $536 | $1,759-69.5% | $2,485-78.4% | $2,111-74.6% |
| Participant deferral / active EE | $1,329 | $3,255-59.2% | $3,852-65.5% | $3,350-60.3% |
| Admin fee / account holder | $105 | $489-78.6% | $6,675-98.4% | $521-79.9% |