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 9-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 WEALTH MGMT5 years Service code 26 · EIN 85-1350829 | Advisory (Participants) | $26,240 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,711 |
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 | $34,665 | $54,193-36.0% | $93,654-63.0% | $77,671-55.4% |
| Participation rate | 67.0% | 63.9%+3.0pp | 68.7%-1.7pp | 70.6%-3.6pp |
| Annual return | 11.77% | 30.54%-18.8pp | 133.34%-121.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,069 | $1,168+77.2% | $2,421-14.5% | $2,726-24.1% |
| Participant deferral / active EE | $3,360 | $3,144+6.9% | $4,413-23.9% | $4,648-27.7% |
| Admin fee / account holder | $207 | $576-64.1% | $8,282-97.5% | $430-52.0% |