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 LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $16,909 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,784 | $105,998-64.4% | $92,233-59.0% | $147,584-74.4% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 19.15% | 50.05%-30.9pp | 176.28%-157.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $19,513 | $4,333+350.3% | $3,679+430.3% | $4,876+300.2% |
| Participant deferral / active EE | $29,971 | $4,478+569.3% | $3,897+669.1% | $5,439+451.1% |
| Admin fee / account holder | $279 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |