Filed November 11, 2019
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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,644 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $37,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,535 | $50,982+18.7% | $154,803-60.9% | $85,563-29.3% |
| Participation rate | 97.2% | 59.8%+37.4pp | 78.1%+19.1pp | 66.0%+31.2pp |
| Annual return | 12.33% | 30.35%-18.0pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $2,030 | $1,708+18.8% | $4,305-52.8% | $2,654-23.5% |
| Participant deferral / active EE | $5,017 | $2,474+102.8% | $5,540-9.4% | $4,375+14.7% |
| Admin fee / account holder | $181 | $846-78.6% | $14,329-98.7% | $834-78.3% |