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 FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,054 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,678 |
QUALIFIED PLAN CONSULTANS3 years Filed as: QUALIFED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $1,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,907 | $65,061-31.0% | $143,757-68.8% | $66,914-32.9% |
| Participation rate | 70.1% | 65.2%+4.9pp | 80.3%-10.2pp | 69.8%+0.3pp |
| Annual return | -16.96% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $804 | $2,361-65.9% | $4,951-83.8% | $2,544-68.4% |
| Participant deferral / active EE | $2,273 | $2,919-22.1% | $5,637-59.7% | $4,237-46.3% |
| Admin fee / account holder | $376 | $502-25.1% | $14,673-97.4% | $593-36.6% |