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 | $86,568 |
Filed as: CAPTRUST FINANCIAL SERVICES Service code 16 · EIN 26-0058143 | Consulting | $51,687 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,010 | $106,236+121.2% | $112,228+109.4% | $64,808+262.6% |
| Participation rate | 96.5% | 71.7%+24.9pp | 75.1%+21.5pp | 71.5%+25.1pp |
| Annual return | -15.69% | -6.02%-9.7pp | 27.45%-43.1pp | 32.82%-48.5pp |
| Employer contribution / active EE | $13,000 | $3,166+310.6% | $3,635+257.7% | $2,506+418.8% |
| Participant deferral / active EE | $8,273 | $3,785+118.6% | $4,728+75.0% | $4,310+91.9% |
| Admin fee / account holder | $84 | $452-81.4% | $6,410-98.7% | $188-55.3% |