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 27 · EIN 26-0058143 | Advisory (Plan) | $25,750 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,827 |
QRPS, INC.4 years Service code 15 · EIN 56-1606387 | Recordkeeping | $9,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,879 | $65,908-9.1% | $81,812-26.8% | $77,643-22.9% |
| Participation rate | 97.9% | 65.8%+32.1pp | 72.3%+25.5pp | 70.6%+27.3pp |
| Annual return | 13.45% | 26.64%-13.2pp | 773.79%-760.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,044 | $2,370-13.8% | $2,912-29.8% | $2,726-25.0% |
| Participant deferral / active EE | $3,929 | $3,505+12.1% | $4,319-9.0% | $4,647-15.5% |
| Admin fee / account holder | $197 | $526-62.6% | $7,386-97.3% | $430-54.3% |