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 LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,558 |
QRPS, INC.3 years Service code 15 · EIN 56-1606387 | Recordkeeping | $6,834 |
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 | $47,328 | $52,208-9.3% | $86,612-45.4% | $74,419-36.4% |
| Participation rate | 98.6% | 66.3%+32.3pp | 71.7%+26.9pp | 70.7%+27.9pp |
| Annual return | 15.72% | 44.46%-28.7pp | 591.07%-575.4pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,848 | $2,282-19.0% | $3,022-38.9% | $2,637-29.9% |
| Participant deferral / active EE | $3,436 | $3,383+1.6% | $4,438-22.6% | $4,528-24.1% |
| Admin fee / account holder | $155 | $319-51.3% | $5,614-97.2% | $348-55.3% |