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 LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,367 | $47,126+274.2% | $149,673+17.8% | $74,419+137.0% |
| Participation rate | 93.8% | 63.4%+30.4pp | 78.8%+15.0pp | 70.7%+23.0pp |
| Annual return | 17.48% | 22.75%-5.3pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $8,605 | $1,905+351.6% | $4,818+78.6% | $2,637+226.3% |
| Participant deferral / active EE | $6,665 | $2,728+144.3% | $5,680+17.3% | $4,528+47.2% |
| Admin fee / account holder | $195 | $343-43.0% | $13,210-98.5% | $348-43.9% |