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: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $59,835 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,595 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: HD VEST Service code 15 · EIN 75-2176682 | Recordkeeping | $13,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,050 | $92,971-37.6% | $96,683-40.0% | $74,419-22.0% |
| Participation rate | 89.3% | 71.5%+17.8pp | 74.3%+15.0pp | 70.7%+18.6pp |
| Annual return | 19.38% | 37.49%-18.1pp | 35.69%-16.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,741 | $3,426-20.0% | $3,737-26.6% | $2,637+3.9% |
| Participant deferral / active EE | $5,203 | $3,970+31.1% | $4,878+6.7% | $4,528+14.9% |
| Admin fee / account holder | $99 | $633-84.4% | $6,730-98.5% | $348-71.6% |