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 LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $48,057 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$22,489 |
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 | $211,008 | $60,545+248.5% | $92,233+128.8% | $69,631+203.0% |
| Participation rate | 97.0% | 72.2%+24.9pp | 76.5%+20.6pp | 70.7%+26.3pp |
| Annual return | 20.26% | 19.71%+0.5pp | 176.28%-156.0pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $11,484 | $2,633+336.1% | $3,679+212.1% | $2,032+465.1% |
| Participant deferral / active EE | $5,686 | $2,828+101.1% | $3,897+45.9% | $3,224+76.4% |
| Admin fee / account holder | $58 | $145-60.1% | $5,194-98.9% | $110-47.7% |