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 | $42,089 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
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 | $118,795 | $84,784+40.1% | $98,439+20.7% | $74,419+59.6% |
| Participation rate | 94.3% | 81.5%+12.8pp | 75.2%+19.2pp | 70.7%+23.6pp |
| Annual return | 16.80% | 20.59%-3.8pp | 21.16%-4.4pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,697 | $3,364-19.8% | $3,048-11.5% | $2,637+2.3% |
| Participant deferral / active EE | $7,027 | $5,218+34.7% | $4,738+48.3% | $4,528+55.2% |
| Admin fee / account holder | $120 | $204-41.6% | $8,948-98.7% | $348-65.6% |