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 37 · EIN 04-2647786 | Loan Processing | $44,900 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $8,850 |
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 | $105,170 | $65,223+61.2% | $80,019+31.4% | $55,725+88.7% |
| Participation rate | 96.7% | 80.6%+16.1pp | 75.8%+20.8pp | 70.9%+25.8pp |
| Annual return | -4.64% | 7.59%-12.2pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,249 | $2,544-11.6% | $2,468-8.9% | $2,078+8.2% |
| Participant deferral / active EE | $5,658 | $3,881+45.8% | $3,686+53.5% | $3,356+68.6% |
| Admin fee / account holder | $121 | $114+6.0% | $6,521-98.1% | $115+5.1% |