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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $148,701 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,234 |
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 | $35,725 | $66,051-45.9% | $92,893-61.5% | $77,787-54.1% |
| Participation rate | 96.6% | 81.0%+15.6pp | 76.0%+20.6pp | 73.2%+23.4pp |
| Annual return | 21.56% | 20.69%+0.9pp | 109.41%-87.9pp | 32.57%-11.0pp |
| Employer contribution / active EE | $2,773 | $3,426-19.1% | $3,653-24.1% | $2,504+10.7% |
| Participant deferral / active EE | $2,570 | $3,013-14.7% | $4,236-39.3% | $3,967-35.2% |
| Admin fee / account holder | $121 | $148-18.2% | $5,794-97.9% | $100+20.8% |