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 | $405,766 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,245 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,537 |
Service code 10 · EIN 22-2027092 | Accounting | $37,519 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,325 | $102,389-4.0% | $100,516-2.2% | $90,288+8.9% |
| Participation rate | 76.0% | 84.0%-8.1pp | 79.4%-3.4pp | 73.4%+2.6pp |
| Annual return | 18.72% | 22.50%-3.8pp | 30.89%-12.2pp | 53.97%-35.2pp |
| Employer contribution / active EE | $804 | $3,056-73.7% | $3,418-76.5% | $2,524-68.1% |
| Participant deferral / active EE | $5,783 | $7,514-23.0% | $6,270-7.8% | $4,232+36.7% |
| Admin fee / account holder | $135 | $83+62.6% | $8,081-98.3% | $114+18.7% |