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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,626 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $22,078 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,911 | $86,655-50.5% | $119,609-64.1% | $66,914-35.9% |
| Participation rate | 85.0% | 75.6%+9.5pp | 79.3%+5.8pp | 69.8%+15.2pp |
| Annual return | -17.15% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $652 | $2,536-74.3% | $4,232-84.6% | $2,544-74.4% |
| Participant deferral / active EE | $5,274 | $4,358+21.0% | $5,602-5.9% | $4,237+24.5% |
| Admin fee / account holder | $244 | $755-67.7% | $10,323-97.6% | $593-59.0% |