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 |
|---|---|---|
CHURCH CAPITAL, LLC3+ years Service code 27 13706 SE 251ST ST. · KENT, WA 98042 | Advisory (Plan) | $18,448 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $2,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,540 | $28,416-45.3% | $73,545-78.9% | $69,631-77.7% |
| Participation rate | 40.3% | 38.3%+1.9pp | 54.9%-14.7pp | 70.7%-30.4pp |
| Annual return | 23.09% | -694.13%+717.2pp | -15.16%+38.2pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $115 | $897-87.1% | $1,806-93.6% | $3,224-96.4% |
| Admin fee / account holder | $65 | $104-38.1% | $2,320-97.2% | $110-41.5% |