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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,233 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,756 | $106,236+22.1% | $112,228+15.6% | $64,808+100.2% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.1%+13.1pp | 71.5%+16.7pp |
| Annual return | -16.71% | -6.02%-10.7pp | 27.45%-44.2pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,575 | $3,166+44.5% | $3,635+25.9% | $2,506+82.6% |
| Participant deferral / active EE | $11,888 | $3,785+214.1% | $4,728+151.4% | $4,310+175.8% |
| Admin fee / account holder | $197 | $452-56.3% | $6,410-96.9% | $188+5.1% |