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 37 · EIN 04-2647786 | Loan Processing | $77,210 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $72,670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $170,387 | $56,443+201.9% | $83,848+103.2% | $55,725+205.8% |
| Participation rate | 81.3% | 72.0%+9.2pp | 76.1%+5.1pp | 70.9%+10.4pp |
| Annual return | -4.21% | 393.67%-397.9pp | 850.88%-855.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,525 | $2,682-5.8% | $3,631-30.4% | $2,078+21.5% |
| Participant deferral / active EE | $4,803 | $2,965+62.0% | $4,082+17.7% | $3,356+43.1% |
| Admin fee / account holder | $557 | $156+256.5% | $5,478-89.8% | $115+383.6% |