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 LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $107,130 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,735 |
HAM, LANGSTON & BREZINA, LLP2+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $20,332 |
S&I PLAN OF SASOL1 year Service code 99 · EIN 46-2043151 | Other Fees | $16,907 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,253 |
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 | $179,892 | $82,279+118.6% | $77,999+130.6% | $63,975+181.2% |
| Participation rate | 94.1% | 84.7%+9.4pp | 75.5%+18.6pp | 71.1%+23.0pp |
| Annual return | 8.16% | 11.20%-3.0pp | 425.96%-417.8pp | 48.65%-40.5pp |
| Employer contribution / active EE | $5,040 | $3,297+52.9% | $2,470+104.0% | $2,182+131.0% |
| Participant deferral / active EE | $8,905 | $4,538+96.2% | $3,497+154.7% | $3,356+165.3% |
| Admin fee / account holder | $262 | $81+222.3% | $5,480-95.2% | $70+272.5% |