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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,532 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $13,412 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $47,435 | $65,376-27.4% | $87,100-45.5% | $65,185-27.2% |
| Participation rate | 90.1% | 75.3%+14.8pp | 76.9%+13.2pp | 70.2%+19.9pp |
| Annual return | 20.62% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,552 | $1,822-14.8% | $2,521-38.4% | $2,177-28.7% |
| Participant deferral / active EE | $4,297 | $3,388+26.8% | $4,049+6.1% | $3,514+22.3% |
| Admin fee / account holder | $273 | $520-47.4% | $7,497-96.4% | $847-67.7% |