See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
BANKERS TRUST COMPANY5 years Service code 15 · EIN 42-0127385 | Recordkeeping | $17,409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,893 | $91,407+201.8% | $135,903+103.0% | $71,457+286.1% |
| Participation rate | 97.2% | 75.7%+21.6pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | 19.64% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $14,539 | $3,703+292.6% | $4,856+199.4% | $2,588+461.9% |
| Participant deferral / active EE | $11,216 | $7,092+58.2% | $7,758+44.6% | $4,289+161.5% |
| Admin fee / account holder | $380 | $1,266-70.0% | $10,762-96.5% | $1,587-76.0% |