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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,811 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $61,895 |
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 | $63,616 | $72,770-12.6% | $67,652-6.0% | $55,191+15.3% |
| Participation rate | 74.8% | 78.8%-4.0pp | 75.7%-0.8pp | 69.2%+5.7pp |
| Annual return | 1.64% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,318 | $1,769-25.5% | $2,266-41.8% | $1,899-30.6% |
| Participant deferral / active EE | $4,829 | $3,408+41.7% | $3,560+35.6% | $3,046+58.5% |
| Admin fee / account holder | $251 | $79+218.3% | $4,821-94.8% | $91+176.4% |