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 60 · EIN 04-2647786 | Sub-TA Fees | $56,173 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $49,351 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $297,117 | $91,517+224.7% | $101,248+193.5% | $73,409+304.7% |
| Participation rate | 95.1% | 73.8%+21.4pp | 75.8%+19.3pp | 72.2%+23.0pp |
| Annual return | 18.52% | 17.17%+1.3pp | 46.47%-28.0pp | 59.29%-40.8pp |
| Employer contribution / active EE | $12,768 | $2,877+343.9% | $3,660+248.9% | $2,234+471.6% |
| Participant deferral / active EE | $7,564 | $3,338+126.6% | $4,370+73.1% | $3,805+98.8% |
| Admin fee / account holder | $232 | $216+7.4% | $5,945-96.1% | $158+46.8% |