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 LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $80,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,791 |
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 | $199,118 | $66,601+199.0% | $92,893+114.4% | $67,579+194.6% |
| Participation rate | 74.6% | 72.5%+2.1pp | 76.0%-1.4pp | 71.3%+3.3pp |
| Annual return | 23.08% | 92.58%-69.5pp | 109.41%-86.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,562 | $2,775-7.7% | $3,653-29.8% | $2,148+19.3% |
| Participant deferral / active EE | $5,216 | $3,157+65.3% | $4,236+23.1% | $3,539+47.4% |
| Admin fee / account holder | $469 | $199+135.6% | $5,794-91.9% | $142+229.3% |