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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,142 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,867 |
QRPS, INC.5 years Service code 15 · EIN 56-1606387 | Recordkeeping | $7,700 |
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 | $80,477 | $56,317+42.9% | $71,209+13.0% | $74,304+8.3% |
| Participation rate | 98.7% | 55.1%+43.6pp | 73.8%+25.0pp | 60.3%+38.4pp |
| Annual return | 14.02% | 42.83%-28.8pp | 282.51%-268.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,321 | $2,160+7.5% | $2,721-14.7% | $2,241+3.6% |
| Participant deferral / active EE | $4,546 | $2,788+63.1% | $4,175+8.9% | $3,767+20.7% |
| Admin fee / account holder | $229 | $2,290-90.0% | $5,349-95.7% | $2,969-92.3% |