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 | $600,036 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $266,064 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $29,010 |
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 | $64,487 | $100,545-35.9% | $110,238-41.5% | $73,367-12.1% |
| Participation rate | 63.7% | 67.8%-4.1pp | 79.8%-16.1pp | 69.5%-5.8pp |
| Annual return | -4.17% | -1.49%-2.7pp | 314.74%-318.9pp | 173.45%-177.6pp |
| Employer contribution / active EE | $1,804 | $2,405-25.0% | $3,826-52.9% | $2,499-27.8% |
| Participant deferral / active EE | $2,841 | $3,439-17.4% | $4,672-39.2% | $4,033-29.6% |
| Admin fee / account holder | $82 | $81+1.0% | $8,547-99.0% | $68+19.2% |