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 LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 20-0058143 | Advisory (Plan) | $92,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,620 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 27 · EIN 13-4008324 | Advisory (Plan) | $7,600 |
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 | $242,651 | $75,388+221.9% | $123,544+96.4% | $55,725+335.4% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.3%+13.0pp | 70.9%+24.4pp |
| Annual return | -4.43% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $10,104 | $3,063+229.8% | $4,628+118.3% | $2,078+386.2% |
| Participant deferral / active EE | $11,402 | $5,651+101.8% | $6,426+77.5% | $3,356+239.8% |
| Admin fee / account holder | $88 | $120-26.5% | $9,284-99.1% | $115-23.5% |