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 LLC3+ years Filed as: CAPTRUST Service code 50 · EIN 26-0058143 | Direct Payment | $52,977 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $24,450 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747891 | Accounting | $10,263 |
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 | $84,483 | $96,458-12.4% | $136,294-38.0% | $77,958+8.4% |
| Participation rate | 92.3% | 75.4%+16.9pp | 81.9%+10.4pp | 71.6%+20.7pp |
| Annual return | 19.65% | 23.78%-4.1pp | 5155.94%-5136.3pp | 20.87%-1.2pp |
| Employer contribution / active EE | $2,619 | $3,144-16.7% | $4,695-44.2% | $2,310+13.3% |
| Participant deferral / active EE | $7,201 | $5,902+22.0% | $6,247+15.3% | $3,537+103.6% |
| Admin fee / account holder | $167 | $80+108.1% | $9,243-98.2% | $97+71.9% |