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 LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,326 |
Service code 13 · EIN 54-0759756 PO BOX 1749 · SALEM, VA 24153 | Contract Administrator | $16,373 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $15,186 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 10-2333346 690 CANTON STREET · WESTWOOD, MA 02090 | Securities Custodian | $6,598 |
Filed as: BARATZ & ASSOCIATES PA Service code 10 4B EVES DR 100 · MARLTON, NJ 08083 | Accounting | $6,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $23,569 | $92,224-74.4% | $105,223-77.6% | $79,634-70.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.40% | 88.65%-80.3pp | 180.65%-172.3pp | 36.46%-28.1pp |
| Employer contribution / active EE | $614 | $3,965-84.5% | $3,689-83.3% | $2,529-75.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $166 | $1,121-85.2% | $8,859-98.1% | $1,002-83.4% |