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 27 · EIN 26-0051843 | Advisory (Plan) | $16,637 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,312 |
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 | $114,371 | $100,801+13.5% | $149,696-23.6% | $73,409+55.8% |
| Participation rate | 88.0% | 77.7%+10.4pp | 82.5%+5.6pp | 72.2%+15.9pp |
| Annual return | 17.05% | 265.34%-248.3pp | 276.60%-259.6pp | 59.29%-42.2pp |
| Employer contribution / active EE | $2,058 | $3,312-37.8% | $4,644-55.7% | $2,234-7.8% |
| Participant deferral / active EE | $6,713 | $6,404+4.8% | $6,842-1.9% | $3,805+76.4% |
| Admin fee / account holder | $52 | $181-71.3% | $9,309-99.4% | $158-67.2% |