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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,254 |
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 | $144,124 | $85,135+69.3% | $98,907+45.7% | $73,409+96.3% |
| Participation rate | 87.3% | 81.1%+6.2pp | 76.0%+11.3pp | 72.2%+15.1pp |
| Annual return | 28.35% | 19.14%+9.2pp | 196.43%-168.1pp | 59.29%-30.9pp |
| Employer contribution / active EE | $1,196 | $2,721-56.0% | $2,689-55.5% | $2,234-46.4% |
| Participant deferral / active EE | $5,720 | $4,349+31.5% | $4,244+34.8% | $3,805+50.3% |
| Admin fee / account holder | $139 | $139-0.3% | $6,642-97.9% | $158-12.0% |