Filed January 2, 2018
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 LLC5 years Filed as: CAPTRUST Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $78,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,603 |
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 | $365,695 | $160,088+128.4% | $112,977+223.7% | $73,409+398.2% |
| Participation rate | 99.1% | 90.7%+8.4pp | 82.6%+16.6pp | 72.2%+27.0pp |
| Annual return | 23.30% | 17.93%+5.4pp | 24.24%-0.9pp | 59.29%-36.0pp |
| Employer contribution / active EE | $7,652 | $5,200+47.2% | $4,255+79.9% | $2,234+242.6% |
| Participant deferral / active EE | $14,512 | $8,024+80.9% | $5,836+148.7% | $3,805+281.3% |
| Admin fee / account holder | $20 | $133-85.2% | $6,294-99.7% | $158-87.6% |