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 LLC4 years Filed as: CAPTRUST FINANCIAL SERVICES Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $18,993 |
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $16,546 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $5,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,844 | $76,367-11.2% | $93,606-27.5% | $72,985-7.0% |
| Participation rate | 98.8% | 71.7%+27.1pp | 75.8%+23.0pp | 69.5%+29.4pp |
| Annual return | 18.77% | 25.82%-7.0pp | 32.76%-14.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $3,274 | $2,275+43.9% | $2,718+20.4% | $2,440+34.2% |
| Participant deferral / active EE | $3,824 | $3,538+8.1% | $4,069-6.0% | $3,607+6.0% |
| Admin fee / account holder | $363 | $6,838-94.7% | $7,888-95.4% | $5,124-92.9% |