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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $7,464 |
GREENWOOD OHLUND PS1 year Service code 10 · EIN 91-0873571 | Accounting | $2,948 |
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 | $96,587 | $69,763+38.4% | $67,502+43.1% | $74,495+29.7% |
| Participation rate | 96.7% | 71.4%+25.4pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.91% | -40.34%+56.3pp | 3512.12%-3496.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $5,008 | $2,704+85.2% | $2,731+83.4% | $2,623+90.9% |
| Participant deferral / active EE | $8,189 | $3,636+125.2% | $4,000+104.7% | $4,346+88.4% |
| Admin fee / account holder | $37 | $896-95.9% | $3,998-99.1% | $1,942-98.1% |