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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,451 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $27,869 |
ADP BROKER-DEALER10+ 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 | $55,636 | $88,083-36.8% | $164,813-66.2% | $74,495-25.3% |
| Participation rate | 90.7% | 73.0%+17.7pp | 78.6%+12.1pp | 67.2%+23.5pp |
| Annual return | 13.15% | 17.26%-4.1pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $577 | $2,593-77.8% | $4,341-86.7% | $2,623-78.0% |
| Participant deferral / active EE | $5,597 | $4,498+24.4% | $6,031-7.2% | $4,346+28.8% |
| Admin fee / account holder | $269 | $2,234-88.0% | $12,690-97.9% | $1,942-86.2% |