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+ years Filed as: ADP Service code 49 MAILSTOP 580 · FLORHAM PARK, NJ 07932 | Other Services | $25,063 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $20,306 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
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 | $98,348 | $45,152+117.8% | $73,843+33.2% | $59,632+64.9% |
| Participation rate | 94.5% | 64.0%+30.5pp | 73.4%+21.1pp | 68.7%+25.8pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,401 | $1,902+26.3% | $2,787-13.9% | $2,203+9.0% |
| Participant deferral / active EE | $7,455 | $2,574+189.7% | $3,583+108.1% | $3,192+133.6% |
| Admin fee / account holder | $160 | $3,516-95.5% | $4,880-96.7% | $4,297-96.3% |