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 15 · EIN 13-3689044 | Recordkeeping | $12,068 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,417 |
Filed as: CAPFINANCIAL SECURITIES Service code 27 · EIN 56-0956028 | Advisory (Plan) | $8,333 |
QRPS, INC.1 year Service code 15 · EIN 56-1606387 | Recordkeeping | $4,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,622 | $58,290-14.9% | $98,442-49.6% | $86,799-42.8% |
| Participation rate | 99.2% | 68.3%+30.9pp | 73.3%+25.9pp | 72.3%+26.9pp |
| Annual return | 13.62% | 43.48%-29.9pp | 1492.73%-1479.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,887 | $2,008-6.0% | $2,960-36.2% | $2,405-21.5% |
| Participant deferral / active EE | $3,591 | $3,152+13.9% | $4,276-16.0% | $4,131-13.1% |
| Admin fee / account holder | $172 | $138+25.2% | $5,949-97.1% | $170+1.7% |