See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $28,684 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,560 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,040 | $64,119+3.0% | $112,228-41.2% | $66,914-1.3% |
| Participation rate | 97.6% | 68.5%+29.2pp | 75.1%+22.6pp | 69.8%+27.8pp |
| Annual return | -18.53% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,771 | $3,005-41.1% | $3,635-51.3% | $2,544-30.4% |
| Participant deferral / active EE | $6,943 | $3,693+88.0% | $4,728+46.9% | $4,237+63.9% |
| Admin fee / account holder | $182 | $625-71.0% | $6,410-97.2% | $593-69.4% |