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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $169,986 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $123,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,557 | $81,357+126.8% | $75,972+142.9% | $199,593-7.5% |
| Participation rate | 83.0% | 69.9%+13.1pp | 69.1%+14.0pp | 72.0%+11.1pp |
| Annual return | 15.41% | 16.32%-0.9pp | 359.55%-344.1pp | 34.25%-18.8pp |
| Employer contribution / active EE | $6,477 | $3,341+93.9% | $2,685+141.2% | $3,034+113.5% |
| Participant deferral / active EE | $9,345 | $4,710+98.4% | $4,255+119.6% | $5,087+83.7% |
| Admin fee / account holder | $87 | $144-39.9% | $6,467-98.7% | $269-67.7% |