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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $338,175 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $222,110 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $52,170 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,219 | $95,388+190.6% | $125,339+121.2% | $77,904+255.8% |
| Participation rate | 98.7% | 78.6%+20.1pp | 82.4%+16.3pp | 73.7%+25.0pp |
| Annual return | -15.72% | 116.19%-131.9pp | 572.05%-587.8pp | 12.21%-27.9pp |
| Employer contribution / active EE | $10,173 | $3,666+177.5% | $4,814+111.3% | $2,848+257.2% |
| Participant deferral / active EE | $15,369 | $7,711+99.3% | $7,446+106.4% | $4,806+219.8% |
| Admin fee / account holder | $177 | $119+48.6% | $10,010-98.2% | $133+33.2% |