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) | $68,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $858 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,005 | $80,177+8.5% | $123,892-29.8% | $57,658+50.9% |
| Participation rate | 91.1% | 74.4%+16.6pp | 81.4%+9.7pp | 70.2%+20.8pp |
| Annual return | 7.82% | 17.90%-10.1pp | 47.52%-39.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,638 | $5,130+29.4% | $5,984+10.9% | $3,061+116.9% |
| Admin fee / account holder | $97 | $106-9.1% | $8,357-98.8% | $95+2.2% |