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 |
|---|---|---|
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL BANK & TRUST Service code 25 · EIN 82-4555287 | Directed Trustee | $46,718 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,682 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 · EIN 11-3658445 | Recordkeeping | $9,527 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,432 | $73,360+51.9% | $177,989-37.4% | $74,495+49.6% |
| Participation rate | 75.2% | 66.6%+8.6pp | 77.1%-1.9pp | 67.2%+8.0pp |
| Annual return | 15.09% | 17.49%-2.4pp | 294.48%-279.4pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,413 | $2,216+8.9% | $3,949-38.9% | $2,623-8.0% |
| Participant deferral / active EE | $5,299 | $4,513+17.4% | $6,276-15.6% | $4,346+21.9% |
| Admin fee / account holder | $570 | $1,808-68.5% | $10,363-94.5% | $1,942-70.7% |