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 LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,004 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,553 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,902 | $60,349+7.5% | $74,183-12.5% | $62,891+3.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.97% | 21.37%-18.4pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $964 | $1,680-42.6% | $2,370-59.3% | $2,281-57.8% |
| Participant deferral / active EE | $1,979 | $2,856-30.7% | $3,550-44.3% | $3,203-38.2% |
| Admin fee / account holder | $252 | $4,261-94.1% | $5,586-95.5% | $4,296-94.1% |