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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 13 · EIN 26-0058143 | Contract Administrator | $8,796 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,322 |
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.
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 | $42,259 | $60,795-30.5% | $69,455-39.2% | $65,185-35.2% |
| Participation rate | 68.9% | 74.9%-6.0pp | 74.6%-5.7pp | 70.2%-1.3pp |
| Annual return | 1.52% | 17.46%-15.9pp | 28.97%-27.4pp | 29.38%-27.9pp |
| Employer contribution / active EE | $913 | $2,452-62.8% | $2,779-67.1% | $2,177-58.1% |
| Participant deferral / active EE | $1,924 | $3,162-39.2% | $3,535-45.6% | $3,514-45.2% |
| Admin fee / account holder | $91 | $314-70.9% | $3,839-97.6% | $847-89.2% |