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 LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,356 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,434 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$16,209 |
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 | $178,175 | $82,917+114.9% | $103,333+72.4% | $77,643+129.5% |
| Participation rate | 89.3% | 71.6%+17.7pp | 74.5%+14.8pp | 70.6%+18.7pp |
| Annual return | 14.72% | 19.13%-4.4pp | 24.88%-10.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,594 | $3,552+29.3% | $3,868+18.8% | $2,726+68.5% |
| Participant deferral / active EE | $11,904 | $4,108+189.7% | $5,057+135.4% | $4,647+156.1% |
| Admin fee / account holder | $166 | $638-74.0% | $8,355-98.0% | $430-61.5% |