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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$86,753 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,042 | $119,446+152.9% | $150,045+101.3% | $85,563+253.0% |
| Participation rate | 74.1% | 75.4%-1.4pp | 82.3%-8.3pp | 66.0%+8.1pp |
| Annual return | 15.66% | 23.72%-8.1pp | 62.55%-46.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $7,522 | $4,078+84.4% | $4,693+60.3% | $2,654+183.5% |
| Participant deferral / active EE | $10,882 | $7,985+36.3% | $7,997+36.1% | $4,375+148.7% |
| Admin fee / account holder | -$20 | $548-103.7% | $13,435-100.2% | $834-102.4% |