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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $50,109 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,468 | $82,917-16.2% | $103,333-32.8% | $77,643-10.5% |
| Participation rate | 91.8% | 71.6%+20.2pp | 74.5%+17.3pp | 70.6%+21.2pp |
| Annual return | 14.85% | 19.13%-4.3pp | 24.88%-10.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,104 | $3,552+15.6% | $3,868+6.1% | $2,726+50.6% |
| Participant deferral / active EE | $6,362 | $4,108+54.9% | $5,057+25.8% | $4,647+36.9% |
| Admin fee / account holder | $139 | $638-78.2% | $8,355-98.3% | $430-67.7% |