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 9-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 LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $14,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,498 | $52,884-42.3% | $84,750-64.0% | $55,167-44.7% |
| Participation rate | 44.7% | 67.5%-22.8pp | 76.6%-31.9pp | 69.0%-24.3pp |
| Annual return | 6.43% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $507 | $2,233-77.3% | $3,574-85.8% | $1,963-74.2% |
| Participant deferral / active EE | $1,395 | $2,644-47.2% | $3,712-62.4% | $3,054-54.3% |
| Admin fee / account holder | $277 | $581-52.3% | $5,332-94.8% | $504-45.0% |