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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $18,637 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,747 |
ADP BROKER-DEALER7+ years 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 | $66,478 | $86,286-23.0% | $111,297-40.3% | $85,850-22.6% |
| Participation rate | 88.8% | 73.3%+15.4pp | 77.3%+11.5pp | 69.3%+19.5pp |
| Annual return | 16.62% | 19.99%-3.4pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,719 | $2,043-15.9% | $2,731-37.0% | $2,565-33.0% |
| Participant deferral / active EE | $5,240 | $3,641+43.9% | $4,487+16.8% | $3,952+32.6% |
| Admin fee / account holder | $286 | $8,188-96.5% | $7,964-96.4% | $6,260-95.4% |