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 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $181,856 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $55,000 |
Service code 10 · EIN 75-2409112 | Accounting | $16,535 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,268 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,096 | $96,458+15.2% | $136,294-18.5% | $77,958+42.5% |
| Participation rate | 86.3% | 75.4%+10.9pp | 81.9%+4.3pp | 71.6%+14.6pp |
| Annual return | 21.82% | 23.78%-2.0pp | 5155.94%-5134.1pp | 20.87%+1.0pp |
| Employer contribution / active EE | $6,891 | $3,144+119.2% | $4,695+46.8% | $2,310+198.3% |
| Participant deferral / active EE | $15,958 | $5,902+170.4% | $6,247+155.4% | $3,537+351.2% |
| Admin fee / account holder | $144 | $80+79.5% | $9,243-98.4% | $97+48.3% |