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 9-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 LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $87,500 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,610 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,538 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,204 | $96,458-33.4% | $136,294-52.9% | $77,958-17.6% |
| Participation rate | 96.7% | 75.4%+21.3pp | 81.9%+14.8pp | 71.6%+25.1pp |
| Annual return | 21.73% | 23.78%-2.0pp | 5155.94%-5134.2pp | 20.87%+0.9pp |
| Employer contribution / active EE | $3,814 | $3,144+21.3% | $4,695-18.8% | $2,310+65.1% |
| Participant deferral / active EE | $7,881 | $5,902+33.5% | $6,247+26.2% | $3,537+122.8% |
| Admin fee / account holder | $32 | $80-60.0% | $9,243-99.7% | $97-67.0% |