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 INC4 years Service code 27 · EIN 73-1044294 | Advisory (Plan) | $9,106 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,350 |
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).
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 | $51,358 | $73,638-30.3% | $95,952-46.5% | $73,488-30.1% |
| Participation rate | 46.7% | 76.2%-29.4pp | 77.1%-30.4pp | 70.7%-24.0pp |
| Annual return | 15.55% | 16.78%-1.2pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $715 | $1,863-61.6% | $2,541-71.9% | $2,270-68.5% |
| Participant deferral / active EE | $1,950 | $3,617-46.1% | $4,167-53.2% | $3,740-47.9% |
| Admin fee / account holder | $133 | $482-72.4% | $6,795-98.0% | $513-74.0% |