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 | $5,244 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,336 | $71,883-21.6% | $86,677-35.0% | $68,494-17.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.72% | 3.52%-14.2pp | 35.91%-46.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,183 | $2,173+0.5% | $2,836-23.0% | $2,596-15.9% |
| Participant deferral / active EE | $4,581 | $3,779+21.2% | $4,656-1.6% | $4,027+13.7% |
| Admin fee / account holder | $232 | $6,112-96.2% | $7,493-96.9% | $5,403-95.7% |