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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,869 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,750 |
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 | $223,064 | $131,799+69.2% | $200,582+11.2% | $85,563+160.7% |
| Participation rate | 92.1% | 87.9%+4.2pp | 86.9%+5.2pp | 66.0%+26.1pp |
| Annual return | 16.19% | 21.59%-5.4pp | 42.33%-26.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $8,101 | $4,532+78.7% | $6,419+26.2% | $2,654+205.3% |
| Participant deferral / active EE | $12,727 | $7,702+65.2% | $9,331+36.4% | $4,375+190.9% |
| Admin fee / account holder | $53 | $235-77.5% | $16,305-99.7% | $834-93.7% |