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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $43,000 |
MOSS ADAMS LLP5 years Service code 29 · EIN 91-0189318 | Legal | $18,000 |
SELTZER CAPTAIN MCMOHAN VITEK10+ years Service code 29 · EIN 95-2665305 | Legal | $6,360 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $197,205-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 26.7%-26.7pp | 2.1%-2.1pp |
| Annual return | 8.86% | 9.14%-0.3pp | 9.79%-0.9pp | 9.14%-0.3pp |
| Employer contribution / active EE | $7,596 | $19,963-61.9% | $40,174-81.1% | $19,963-61.9% |
| Participant deferral / active EE | $0 | $919-100.0% | $199-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,949-100.0% | $200-100.0% |