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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,861 |
BB&T2+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $13,886 |
BB&T2+ years Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,933 | $46,732-80.9% | $156,549-94.3% | $55,167-83.8% |
| Participation rate | 64.9% | 65.8%-0.9pp | 84.0%-19.1pp | 69.0%-4.1pp |
| Annual return | 3.20% | 17.72%-14.5pp | 32.23%-29.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $336 | $2,105-84.0% | $5,501-93.9% | $1,963-82.9% |
| Participant deferral / active EE | $892 | $2,204-59.5% | $4,871-81.7% | $3,054-70.8% |
| Admin fee / account holder | $165 | $418-60.5% | $13,027-98.7% | $504-67.2% |