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 LLC7+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $116,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,930 | $56,485+292.9% | $185,823+19.4% | $86,799+155.7% |
| Participation rate | 92.0% | 65.5%+26.6pp | 81.7%+10.3pp | 72.3%+19.8pp |
| Annual return | 16.61% | 118.04%-101.4pp | 122.05%-105.4pp | 97.91%-81.3pp |
| Employer contribution / active EE | $7,959 | $1,843+331.9% | $5,167+54.0% | $2,405+230.9% |
| Participant deferral / active EE | $6,490 | $2,553+154.2% | $5,568+16.6% | $4,131+57.1% |
| Admin fee / account holder | $347 | $150+131.9% | $16,237-97.9% | $170+104.5% |