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 | $589,442 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $190,009 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $83,036 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,639 | $79,240-5.8% | $117,854-36.7% | $80,976-7.8% |
| Participation rate | 62.8% | 68.1%-5.3pp | 79.7%-16.9pp | 68.3%-5.5pp |
| Annual return | 18.18% | 34.09%-15.9pp | 335.08%-316.9pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,738 | $2,142-18.9% | $3,786-54.1% | $2,402-27.7% |
| Participant deferral / active EE | $2,778 | $3,102-10.4% | $4,482-38.0% | $3,848-27.8% |
| Admin fee / account holder | $87 | $65+34.2% | $8,020-98.9% | $67+29.3% |