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 LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 20-0058143 | Advisory (Plan) | $92,500 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 27 · EIN 13-4008324 | Advisory (Plan) | $54,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,166 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 30 | Employee (plan); Sub-transfer agency ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,047 | $155,795+68.8% | $136,294+93.0% | $69,631+277.8% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 70.7%+25.8pp |
| Annual return | 17.86% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $9,871 | $2,991+230.0% | $4,695+110.2% | $2,032+385.7% |
| Participant deferral / active EE | $10,719 | $5,394+98.7% | $6,247+71.6% | $3,224+232.5% |
| Admin fee / account holder | $93 | $128-27.2% | $9,243-99.0% | $110-15.4% |