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 | $1,149,024 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $686,975 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,366 |
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 | $61,491 | $80,242-23.4% | $119,609-48.6% | $89,394-31.2% |
| Participation rate | 62.9% | 78.3%-15.4pp | 79.3%-16.4pp | 71.3%-8.4pp |
| Annual return | -0.12% | -12.97%+12.8pp | -14.97%+14.8pp | -11.89%+11.8pp |
| Employer contribution / active EE | $1,614 | $2,684-39.9% | $4,232-61.9% | $3,022-46.6% |
| Participant deferral / active EE | $3,261 | $4,686-30.4% | $5,602-41.8% | $5,123-36.3% |
| Admin fee / account holder | $80 | $66+20.8% | $10,323-99.2% | $79+1.0% |