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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $306,756 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,575 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $91,457 |
WITHEM AUDIT TAX ADVISORY5 years Service code 16 · EIN 22-2027092 | Consulting | $43,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,598 | $115,744-5.3% | $100,391+9.2% | $199,593-45.1% |
| Participation rate | 73.0% | 85.7%-12.7pp | 81.5%-8.5pp | 72.0%+1.0pp |
| Annual return | 15.75% | 17.79%-2.0pp | 49.20%-33.5pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,323 | $3,657-36.5% | $3,942-41.1% | $3,034-23.4% |
| Participant deferral / active EE | $7,043 | $9,844-28.4% | $8,082-12.8% | $5,087+38.5% |
| Admin fee / account holder | $127 | $93+37.2% | $7,899-98.4% | $269-52.6% |