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 FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,952 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,700 |
QUALIFIED PLAN CONSULTANS4 years Filed as: QUALIFED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,754 | $61,272-7.4% | $149,673-62.1% | $71,457-20.6% |
| Participation rate | 67.2% | 62.5%+4.7pp | 78.8%-11.6pp | 67.9%-0.7pp |
| Annual return | 18.58% | 35.85%-17.3pp | 134.42%-115.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,038 | $2,378-56.3% | $4,818-78.4% | $2,588-59.9% |
| Participant deferral / active EE | $2,483 | $2,917-14.9% | $5,680-56.3% | $4,289-42.1% |
| Admin fee / account holder | $392 | $1,261-69.0% | $13,210-97.0% | $1,587-75.3% |