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 26 · EIN 26-0058143 | Advisory (Participants) | $99,373 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,195 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $191,242 | $60,545+215.9% | $92,233+107.3% | $69,631+174.6% |
| Participation rate | 80.1% | 72.2%+7.9pp | 76.5%+3.6pp | 70.7%+9.4pp |
| Annual return | 22.54% | 19.71%+2.8pp | 176.28%-153.7pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $2,822 | $2,633+7.2% | $3,679-23.3% | $2,032+38.9% |
| Participant deferral / active EE | $5,054 | $2,828+78.8% | $3,897+29.7% | $3,224+56.8% |
| Admin fee / account holder | $578 | $145+299.0% | $5,194-88.9% | $110+423.0% |