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) | $47,289 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENTS, LLC Service code 16 · EIN 13-4109249 | Consulting | $42,710 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $266,352 | $80,177+232.2% | $123,892+115.0% | $57,658+361.9% |
| Participation rate | 95.3% | 74.4%+20.8pp | 81.4%+13.9pp | 70.2%+25.0pp |
| Annual return | 7.74% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $11,607 | $2,913+298.5% | $4,617+151.4% | $1,974+488.1% |
| Participant deferral / active EE | $11,018 | $5,130+114.8% | $5,984+84.1% | $3,061+260.0% |
| Admin fee / account holder | $185 | $106+74.0% | $8,357-97.8% | $95+95.7% |