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 |
|---|---|---|
Filed as: CAPTRUST PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,594 |
FRAZIER & DEETER, LLC5 years Filed as: FRAZIER AND DEETER Service code 10 · EIN 58-1433845 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,622 | $43,113+40.6% | $82,719-26.7% | $77,904-22.2% |
| Participation rate | 93.5% | 63.8%+29.7pp | 72.6%+21.0pp | 73.7%+19.9pp |
| Annual return | -16.72% | 2.60%-19.3pp | 701.18%-717.9pp | 12.21%-28.9pp |
| Employer contribution / active EE | $2,934 | $1,924+52.5% | $3,009-2.5% | $2,848+3.0% |
| Participant deferral / active EE | $4,175 | $3,057+36.6% | $4,395-5.0% | $4,806-13.1% |
| Admin fee / account holder | $30 | $102-70.6% | $5,329-99.4% | $133-77.4% |