See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,338 | $56,114+66.3% | $96,139-2.9% | $85,850+8.7% |
| Participation rate | 79.0% | 56.7%+22.3pp | 68.4%+10.6pp | 69.3%+9.7pp |
| Annual return | 12.40% | 42.30%-29.9pp | 191.94%-179.5pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,700 | $1,620+128.5% | $2,797+32.3% | $2,565+44.3% |
| Participant deferral / active EE | $8,779 | $2,859+207.0% | $4,349+101.9% | $3,952+122.2% |
| Admin fee / account holder | $453 | $3,768-88.0% | $5,537-91.8% | $6,260-92.8% |