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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $19,063 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,482 |
ADP BROKER-DEALER8+ 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 | $53,519 | $65,435-18.2% | $86,677-38.3% | $66,914-20.0% |
| Participation rate | 91.0% | 75.5%+15.5pp | 76.6%+14.4pp | 69.8%+21.2pp |
| Annual return | -14.89% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,832 | $2,153-14.9% | $2,836-35.4% | $2,544-28.0% |
| Participant deferral / active EE | $5,326 | $4,100+29.9% | $4,656+14.4% | $4,237+25.7% |
| Admin fee / account holder | $270 | $642-57.9% | $7,493-96.4% | $593-54.5% |