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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,865 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $30,596 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST ADVISORS, LLC Service code 15 · EIN 45-0479693 | Recordkeeping | $19,947 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,778 | $79,519-72.6% | $95,952-77.3% | $73,409-70.3% |
| Participation rate | 92.1% | 81.2%+10.9pp | 77.1%+15.0pp | 72.2%+19.9pp |
| Annual return | 16.94% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.3pp |
| Employer contribution / active EE | $511 | $2,048-75.0% | $2,541-79.9% | $2,234-77.1% |
| Participant deferral / active EE | $3,628 | $4,138-12.3% | $4,167-12.9% | $3,805-4.7% |
| Admin fee / account holder | $107 | $184-41.7% | $6,795-98.4% | $158-32.0% |