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 LLC2+ years Filed as: CAPTRUST ADVISORS LLC Service code 16 102 W WHITING STREET · TAMPA, FL 33602 | Consulting | $29,835 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $10,043 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,410 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,830 | $96,458-11.0% | $136,294-37.0% | $77,958+10.1% |
| Participation rate | 74.2% | 75.4%-1.2pp | 81.9%-7.7pp | 71.6%+2.6pp |
| Annual return | 20.46% | 23.78%-3.3pp | 5155.94%-5135.5pp | 20.87%-0.4pp |
| Employer contribution / active EE | $1,657 | $3,144-47.3% | $4,695-64.7% | $2,310-28.3% |
| Participant deferral / active EE | $5,941 | $5,902+0.6% | $6,247-4.9% | $3,537+68.0% |
| Admin fee / account holder | $29 | $80-64.4% | $9,243-99.7% | $97-70.6% |