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 8-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 |
|---|---|---|
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,157 |
Filed as: CAPTRUST FINANCIAL Service code 10 · EIN 26-0058143 | Accounting | $41,381 |
GRANT THORNTON LLP2 years Filed as: GRANTTHORNTON LLP Service code 27 · EIN 36-6055558 | Advisory (Plan) | $12,320 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $125,556 | $46,292+171.2% | $143,757-12.7% | $64,808+93.7% |
| Participation rate | 91.6% | 64.2%+27.4pp | 80.3%+11.3pp | 71.5%+20.1pp |
| Annual return | -15.20% | -10.05%-5.1pp | -0.04%-15.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $152 | $154-1.0% | $14,673-99.0% | $188-19.0% |