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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,063 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,504 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,201 | $99,957-29.8% | $149,696-53.1% | $73,488-4.5% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 38.41% | 53.87%-15.5pp | 276.60%-238.2pp | 28.51%+9.9pp |
| Employer contribution / active EE | $6,479 | $3,191+103.0% | $4,644+39.5% | $2,270+185.4% |
| Participant deferral / active EE | $11,859 | $6,073+95.3% | $6,842+73.3% | $3,740+217.1% |
| Admin fee / account holder | $183 | $551-66.7% | $9,309-98.0% | $513-64.3% |