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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,981 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,964 |
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 | $165,184 | $92,971+77.7% | $96,683+70.9% | $74,419+122.0% |
| Participation rate | 88.6% | 71.5%+17.0pp | 74.3%+14.2pp | 70.7%+17.8pp |
| Annual return | 88.94% | 37.49%+51.5pp | 35.69%+53.2pp | 34.38%+54.6pp |
| Employer contribution / active EE | $3,912 | $3,426+14.2% | $3,737+4.7% | $2,637+48.3% |
| Participant deferral / active EE | $10,442 | $3,970+163.0% | $4,878+114.0% | $4,528+130.6% |
| Admin fee / account holder | $131 | $633-79.3% | $6,730-98.1% | $348-62.4% |