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 37 · EIN 04-2647786 | Loan Processing | $20,634 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,484 | $96,484+30.1% | $156,263-19.7% | $74,304+68.9% |
| Participation rate | 90.8% | 67.7%+23.2pp | 78.9%+11.9pp | 60.3%+30.5pp |
| Annual return | 22.70% | 17.73%+5.0pp | 59.47%-36.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $10,462 | $2,528+313.8% | $4,333+141.4% | $2,241+366.8% |
| Participant deferral / active EE | $15,693 | $4,286+266.1% | $6,158+154.8% | $3,767+316.6% |
| Admin fee / account holder | $250 | $3,728-93.3% | $14,255-98.2% | $2,969-91.6% |