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 | $1,028,129 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $795,552 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $80,796 | $96,807-16.5% | $164,813-51.0% | $106,382-24.1% |
| Participation rate | 56.2% | 79.1%-22.9pp | 78.6%-22.4pp | 69.9%-13.7pp |
| Annual return | 14.98% | 17.39%-2.4pp | 69.93%-55.0pp | 17.37%-2.4pp |
| Employer contribution / active EE | $1,631 | $2,888-43.5% | $4,341-62.4% | $3,364-51.5% |
| Participant deferral / active EE | $3,481 | $5,055-31.1% | $6,031-42.3% | $5,569-37.5% |
| Admin fee / account holder | $81 | $66+23.7% | $12,690-99.4% | $79+2.6% |