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 | Sales loads (front end and deferred);... | $17,319 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC. Service code 27 | Advisory (Plan) | $4,658 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0057143 | Advisory (Plan) | $3,230 |
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 commissions and ... | $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 | $79,638 | $95,542-16.6% | $69,455+14.7% | $67,579+17.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 2.05% | 17.67%-15.6pp | 28.97%-26.9pp | 378.56%-376.5pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,069 | $3,263-5.9% | $3,535-13.2% | $3,539-13.3% |
| Admin fee / account holder | $19 | $90-78.5% | $3,839-99.5% | $142-86.5% |