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 8-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 13 · EIN 42-0127290 | Contract Administrator | $234,512 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,000 |
FOLEY & LARDNER LLP1 year Service code 27 · EIN 39-0473800 | Advisory (Plan) | $30,805 |
WHITLEY PENN LLP8+ years Service code 10 · EIN 75-2393478 | Accounting | $20,600 |
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).
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 | $109,836 | $58,644+87.3% | $177,989-38.3% | $199,593-45.0% |
| Participation rate | 33.0% | 65.5%-32.5pp | 77.1%-44.1pp | 72.0%-38.9pp |
| Annual return | 22.75% | 19.25%+3.5pp | 294.48%-271.7pp | 34.25%-11.5pp |
| Employer contribution / active EE | $1,304 | $1,801-27.6% | $3,949-67.0% | $3,034-57.0% |
| Participant deferral / active EE | $5,435 | $4,248+28.0% | $6,276-13.4% | $5,087+6.8% |
| Admin fee / account holder | $129 | $145-11.3% | $10,363-98.8% | $269-52.0% |