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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,492 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $10,823 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,204 | $130,141-86.0% | $86,677-79.0% | $77,904-76.6% |
| Participation rate | 90.0% | 85.9%+4.0pp | 76.6%+13.4pp | 73.7%+16.3pp |
| Annual return | -8.76% | -12.75%+4.0pp | 35.91%-44.7pp | 12.21%-21.0pp |
| Employer contribution / active EE | $2,177 | $3,220-32.4% | $2,836-23.2% | $2,848-23.5% |
| Participant deferral / active EE | $4,640 | $5,757-19.4% | $4,656-0.3% | $4,806-3.4% |
| Admin fee / account holder | $37 | $132-71.8% | $7,493-99.5% | $133-72.0% |