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 4-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 | $666,904 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,416 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,256 | $53,531-67.8% | $86,188-80.0% | $96,393-82.1% |
| Participation rate | 89.5% | 53.4%+36.1pp | 69.0%+20.6pp | 71.3%+18.3pp |
| Annual return | 19.26% | 20.51%-1.3pp | 1168.45%-1149.2pp | 22.88%-3.6pp |
| Employer contribution / active EE | $1,071 | $1,158-7.5% | $2,380-55.0% | $3,238-66.9% |
| Participant deferral / active EE | $1,968 | $1,965+0.1% | $3,985-50.6% | $5,455-63.9% |
| Admin fee / account holder | $44 | $55-20.5% | $6,852-99.4% | $74-40.4% |