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 37 · EIN 04-2647786 | Loan Processing | $227,877 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $95,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,789 |
Employer 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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,060 | $182,927-47.5% | $200,582-52.1% | $117,739-18.4% |
| Participation rate | 96.8% | 92.5%+4.3pp | 86.9%+9.9pp | 76.6%+20.2pp |
| Annual return | 17.12% | 15.76%+1.4pp | 42.33%-25.2pp | 17.29%-0.2pp |
| Employer contribution / active EE | $2,284 | $5,985-61.8% | $6,419-64.4% | $3,746-39.0% |
| Participant deferral / active EE | $6,897 | $9,711-29.0% | $9,331-26.1% | $6,128+12.5% |
| Admin fee / account holder | $48 | $95-49.2% | $16,305-99.7% | $112-56.9% |