See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $240,724 |
Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,578 | $99,062-33.8% | $129,207-49.2% | $99,062-33.8% |
| Participation rate | 95.0% | 71.6%+23.4pp | 69.6%+25.4pp | 71.6%+23.4pp |
| Annual return | 0.82% | 17.66%-16.8pp | 9417.33%-9416.5pp | 17.66%-16.8pp |
| Employer contribution / active EE | $1,410 | $3,262-56.8% | $4,153-66.0% | $3,262-56.8% |
| Participant deferral / active EE | $4,787 | $5,331-10.2% | $4,168+14.9% | $5,331-10.2% |
| Admin fee / account holder | $48 | $109-55.7% | $7,715-99.4% | $109-55.7% |