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 27 · EIN 26-0058143 | Advisory (Plan) | $44,074 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,619 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $12,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,790 | $98,750+295.7% | $149,696+161.1% | $79,858+389.4% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 17.84% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $15,952 | $3,216+395.9% | $4,644+243.5% | $2,471+545.6% |
| Participant deferral / active EE | $15,118 | $5,680+166.2% | $6,842+121.0% | $3,740+304.2% |
| Admin fee / account holder | $719 | $6,053-88.1% | $9,309-92.3% | $5,306-86.5% |