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 | $365,447 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $144,142 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $95,119 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM AUDIT TAX ADVISORY Service code 10 · EIN 22-2027092 | Accounting | $36,771 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,390 | $108,617-5.7% | $108,410-5.6% | $93,030+10.1% |
| Participation rate | 76.6% | 83.1%-6.6pp | 80.1%-3.6pp | 73.9%+2.7pp |
| Annual return | 14.06% | 21.63%-7.6pp | 905.27%-891.2pp | 158.70%-144.6pp |
| Employer contribution / active EE | $1,608 | $3,249-50.5% | $3,558-54.8% | $2,706-40.6% |
| Participant deferral / active EE | $6,185 | $7,885-21.6% | $6,563-5.8% | $4,562+35.6% |
| Admin fee / account holder | $131 | $94+40.0% | $7,295-98.2% | $152-13.7% |