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 LLC8+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $91,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,706 | $46,292+281.7% | $143,757+22.9% | $64,808+172.7% |
| Participation rate | 87.3% | 64.2%+23.1pp | 80.3%+7.0pp | 71.5%+15.8pp |
| Annual return | -16.73% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $7,750 | $1,910+305.8% | $4,951+56.5% | $2,506+209.3% |
| Participant deferral / active EE | $6,235 | $2,646+135.7% | $5,637+10.6% | $4,310+44.6% |
| Admin fee / account holder | $262 | $154+70.3% | $14,673-98.2% | $188+39.4% |