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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,488 |
BDG-CPAS2+ years Service code 10 · EIN 22-2625944 | Accounting | $5,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,272 | $132,049+56.2% | $200,582+2.8% | $74,304+177.6% |
| Participation rate | 96.3% | 84.1%+12.3pp | 86.9%+9.4pp | 60.3%+36.0pp |
| Annual return | 41.52% | 22.22%+19.3pp | 42.33%-0.8pp | 29.43%+12.1pp |
| Employer contribution / active EE | $7,945 | $4,558+74.3% | $6,419+23.8% | $2,241+254.5% |
| Participant deferral / active EE | $14,029 | $7,213+94.5% | $9,331+50.3% | $3,767+272.4% |
| Admin fee / account holder | $179 | $2,405-92.6% | $16,305-98.9% | $2,969-94.0% |