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 4-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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,875 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,894 |
Filed as: REA & ASSOCIATES, INC. Service code 14 · EIN 34-1310124 | Plan Administrator | $13,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,597 | $51,197-12.9% | $82,719-46.1% | $66,914-33.4% |
| Participation rate | 61.9% | 67.8%-5.9pp | 72.6%-10.7pp | 69.8%-7.9pp |
| Annual return | -11.76% | -9.64%-2.1pp | 701.18%-712.9pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,312 | $2,611-11.5% | $3,009-23.2% | $2,544-9.1% |
| Participant deferral / active EE | $4,497 | $3,458+30.0% | $4,395+2.3% | $4,237+6.1% |
| Admin fee / account holder | $329 | $416-20.8% | $5,329-93.8% | $593-44.5% |