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 37 · EIN 04-2647786 | Loan Processing | $581,524 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,746 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $105,466 |
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 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 | $64,969 | $79,480-18.3% | $108,579-40.2% | $329,111-80.3% |
| Participation rate | 62.2% | 72.0%-9.9pp | 79.6%-17.4pp | 67.9%-5.7pp |
| Annual return | 7.98% | 18.07%-10.1pp | -51.70%+59.7pp | 16.35%-8.4pp |
| Employer contribution / active EE | $1,661 | $2,317-28.3% | $3,758-55.8% | $2,303-27.9% |
| Participant deferral / active EE | $2,570 | $3,243-20.7% | $4,311-40.4% | $3,682-30.2% |
| Admin fee / account holder | $90 | $68+33.3% | $7,645-98.8% | $754-88.0% |