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 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $32,507 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,148 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $43,195 | $95,542-54.8% | $69,455-37.8% | $67,579-36.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 1.30% | 17.67%-16.4pp | 28.97%-27.7pp | 378.56%-377.3pp |
| Employer contribution / active EE | $3,592 | $2,989+20.2% | $2,779+29.2% | $2,148+67.2% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $80 | $90-10.8% | $3,839-97.9% | $142-43.7% |