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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,656 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,757 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $316,489 | $80,753+291.9% | $136,294+132.2% | $62,292+408.1% |
| Participation rate | 81.2% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 17.11% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $12,040 | $2,884+317.5% | $4,695+156.4% | $2,042+489.6% |
| Participant deferral / active EE | $11,466 | $5,164+122.0% | $6,247+83.5% | $3,169+261.8% |
| Admin fee / account holder | $1,077 | $525+104.9% | $9,243-88.4% | $479+124.6% |