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 LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,179 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,726 |
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 | $28,255 | $62,324-54.7% | $68,509-58.8% | $55,191-48.8% |
| Participation rate | 77.6% | 78.9%-1.3pp | 74.7%+2.8pp | 69.2%+8.4pp |
| Annual return | 1.48% | 4.26%-2.8pp | 8.27%-6.8pp | 10.78%-9.3pp |
| Employer contribution / active EE | $541 | $2,223-75.7% | $2,278-76.2% | $1,899-71.5% |
| Participant deferral / active EE | $1,743 | $3,425-49.1% | $3,382-48.5% | $3,046-42.8% |
| Admin fee / account holder | $121 | $91+32.2% | $5,275-97.7% | $91+33.1% |