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) | $8,005 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,297 | $65,376-46.0% | $87,100-59.5% | $65,185-45.9% |
| Participation rate | 51.8% | 75.3%-23.5pp | 76.9%-25.1pp | 70.2%-18.4pp |
| Annual return | 22.35% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $628 | $1,822-65.5% | $2,521-75.1% | $2,177-71.1% |
| Participant deferral / active EE | $1,659 | $3,388-51.0% | $4,049-59.0% | $3,514-52.8% |
| Admin fee / account holder | $94 | $520-81.8% | $7,497-98.7% | $847-88.9% |