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: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,550 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,517 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,999 | $65,061-67.7% | $143,757-85.4% | $66,914-68.6% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -14.80% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $223 | $2,361-90.6% | $4,951-95.5% | $2,544-91.3% |
| Participant deferral / active EE | $2,597 | $2,919-11.0% | $5,637-53.9% | $4,237-38.7% |
| Admin fee / account holder | $61 | $502-87.8% | $14,673-99.6% | $593-89.7% |