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 LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $85,169 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $83,181 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $12,578 |
SCHENCK SC2+ years Service code 49 · EIN 39-1173131 | Other Services | $9,100 |
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 | $77,291 | $82,279-6.1% | $77,999-0.9% | $63,975+20.8% |
| Participation rate | 95.0% | 84.7%+10.3pp | 75.5%+19.5pp | 71.1%+23.8pp |
| Annual return | 10.18% | 11.20%-1.0pp | 425.96%-415.8pp | 48.65%-38.5pp |
| Employer contribution / active EE | $3,260 | $3,297-1.1% | $2,470+32.0% | $2,182+49.4% |
| Participant deferral / active EE | $4,719 | $4,538+4.0% | $3,497+35.0% | $3,356+40.6% |
| Admin fee / account holder | $44 | $81-45.9% | $5,480-99.2% | $70-37.4% |