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 | $169,419 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $72,000 |
KBF CPAS LLP2 years Filed as: KBF CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 82-1030164 | Accounting | $17,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,863 | $130,141+16.7% | $86,677+75.2% | $77,904+94.9% |
| Participation rate | 98.0% | 85.9%+12.1pp | 76.6%+21.4pp | 73.7%+24.3pp |
| Annual return | -16.97% | -12.75%-4.2pp | 35.91%-52.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $3,509 | $3,220+9.0% | $2,836+23.7% | $2,848+23.2% |
| Participant deferral / active EE | $11,141 | $5,757+93.5% | $4,656+139.3% | $4,806+131.8% |
| Admin fee / account holder | $82 | $132-37.5% | $7,493-98.9% | $133-37.9% |