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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $45,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,684 | $45,000-9.6% | $143,757-71.7% | $77,904-47.8% |
| Participation rate | 24.3% | 66.8%-42.5pp | 80.3%-56.0pp | 73.7%-49.3pp |
| Annual return | 37.58% | 29.03%+8.6pp | -0.04%+37.6pp | 12.21%+25.4pp |
| Employer contribution / active EE | $27 | $1,870-98.6% | $4,951-99.5% | $2,848-99.1% |
| Participant deferral / active EE | $936 | $3,157-70.3% | $5,637-83.4% | $4,806-80.5% |
| Admin fee / account holder | $42 | $98-57.5% | $14,673-99.7% | $133-68.4% |