Filed September 9, 2021
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 9-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 |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $77,072 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $76,313 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,226 | $111,072-17.9% | $156,263-41.6% | $102,872-11.3% |
| Participation rate | 88.9% | 80.1%+8.8pp | 78.9%+10.0pp | 73.0%+15.9pp |
| Annual return | 12.64% | 16.98%-4.3pp | 59.47%-46.8pp | 19.06%-6.4pp |
| Employer contribution / active EE | $4,362 | $4,017+8.6% | $4,333+0.7% | $3,526+23.7% |
| Participant deferral / active EE | $3,190 | $5,455-41.5% | $6,158-48.2% | $5,535-42.4% |
| Admin fee / account holder | $43 | $120-64.3% | $14,255-99.7% | $292-85.3% |