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 | $88,489 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $46,343 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,327 |
Form 5500 reported that benefits due were not provided when due.
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 | $73,325 | $85,135-13.9% | $98,907-25.9% | $73,409-0.1% |
| Participation rate | 93.8% | 81.1%+12.6pp | 76.0%+17.7pp | 72.2%+21.6pp |
| Annual return | 17.74% | 19.14%-1.4pp | 196.43%-178.7pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,778 | $2,721-34.6% | $2,689-33.9% | $2,234-20.4% |
| Participant deferral / active EE | $5,234 | $4,349+20.3% | $4,244+23.3% | $3,805+37.5% |
| Admin fee / account holder | $160 | $139+14.7% | $6,642-97.6% | $158+1.1% |