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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $384,730 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $235,198 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $56,487 |
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 | $146,136 | $151,876-3.8% | $113,168+29.1% | $117,739+24.1% |
| Participation rate | 99.9% | 92.5%+7.4pp | 76.6%+23.4pp | 76.6%+23.3pp |
| Annual return | 18.18% | 15.75%+2.4pp | 24.27%-6.1pp | 17.29%+0.9pp |
| Employer contribution / active EE | $7,014 | $4,598+52.5% | $2,975+135.7% | $3,746+87.2% |
| Participant deferral / active EE | $9,504 | $7,767+22.4% | $5,107+86.1% | $6,128+55.1% |
| Admin fee / account holder | $97 | $70+38.7% | $12,068-99.2% | $112-13.3% |