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 8-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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,620 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$158,408 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,253 | $70,106+43.0% | $80,975+23.8% | $63,975+56.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 71.1%+21.2pp |
| Annual return | 8.35% | 13.93%-5.6pp | 17.10%-8.7pp | 48.65%-40.3pp |
| Employer contribution / active EE | $4,509 | $2,042+120.9% | $3,714+21.4% | $2,182+106.7% |
| Participant deferral / active EE | $8,369 | $5,245+59.6% | $5,696+46.9% | $3,356+149.3% |
| Admin fee / account holder | -$14 | $57-124.9% | $5,516-100.3% | $70-120.2% |