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 LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $9,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,688 |
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 | $117,711 | $70,667+66.6% | $123,104-4.4% | $52,331+124.9% |
| Participation rate | 95.2% | 83.7%+11.5pp | 86.8%+8.4pp | 68.1%+27.1pp |
| Annual return | 104.23% | 6.23%+98.0pp | 13.22%+91.0pp | 4.54%+99.7pp |
| Employer contribution / active EE | $2,374 | $2,946-19.4% | $5,151-53.9% | $1,882+26.2% |
| Participant deferral / active EE | $5,073 | $4,493+12.9% | $6,230-18.6% | $3,022+67.9% |
| Admin fee / account holder | $52 | $506-89.7% | $9,015-99.4% | $592-91.1% |