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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,248 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $72,521 |
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 | $76,603 | $155,795-50.8% | $136,294-43.8% | $69,631+10.0% |
| Participation rate | 79.5% | 75.2%+4.2pp | 81.9%-2.4pp | 70.7%+8.8pp |
| Annual return | 24.24% | 232464.33%-232440.1pp | 5155.94%-5131.7pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $3,943 | $2,991+31.8% | $4,695-16.0% | $2,032+94.0% |
| Participant deferral / active EE | $10,467 | $5,394+94.1% | $6,247+67.5% | $3,224+224.7% |
| Admin fee / account holder | $217 | $128+69.4% | $9,243-97.6% | $110+96.7% |