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 LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,843 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $11,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,088 | $93,131+39.7% | $106,548+22.1% | $86,799+49.9% |
| Participation rate | 94.9% | 81.4%+13.5pp | 76.1%+18.8pp | 72.3%+22.6pp |
| Annual return | 11.48% | 19.45%-8.0pp | 26.80%-15.3pp | 97.91%-86.4pp |
| Employer contribution / active EE | $2,324 | $2,895-19.7% | $2,819-17.6% | $2,405-3.4% |
| Participant deferral / active EE | $6,006 | $4,708+27.6% | $4,398+36.6% | $4,131+45.4% |
| Admin fee / account holder | $149 | $145+2.4% | $7,407-98.0% | $170-12.4% |