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 4-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 |
|---|---|---|
CAPITAL TRUSTEES1+ years Filed as: CAPITAL TRUSTEES, LLC Service code 25 · EIN 46-0766274 1013 MUMMA ROAD · LEMOYNE, PA 17043 | Directed Trustee | $10,000 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,392 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,525 | $65,435-82.4% | $86,677-86.7% | $66,914-82.8% |
| Participation rate | 78.7% | 75.5%+3.3pp | 76.6%+2.2pp | 69.8%+8.9pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $690 | $2,153-67.9% | $2,836-75.7% | $2,544-72.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $115 | $642-82.1% | $7,493-98.5% | $593-80.6% |