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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,848 |
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 | $62,497 | $75,284-17.0% | $91,001-31.3% | $69,631-10.2% |
| Participation rate | 89.3% | 80.4%+8.9pp | 75.6%+13.7pp | 70.7%+18.6pp |
| Annual return | 16.24% | 48.40%-32.2pp | 4.60%+11.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,214 | $2,473-50.9% | $2,456-50.5% | $2,032-40.2% |
| Participant deferral / active EE | $3,435 | $3,700-7.2% | $3,547-3.2% | $3,224+6.6% |
| Admin fee / account holder | $77 | $111-30.3% | $5,417-98.6% | $110-30.3% |