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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,852 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $20,018 |
ADP BROKER-DEALER9+ 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 | $66,460 | $76,050-12.6% | $96,544-31.2% | $71,457-7.0% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.0pp | 67.9%+26.1pp |
| Annual return | 15.58% | 22.81%-7.2pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,066 | $2,244-8.0% | $2,965-30.3% | $2,588-20.2% |
| Participant deferral / active EE | $5,995 | $4,215+42.2% | $4,851+23.6% | $4,289+39.8% |
| Admin fee / account holder | $296 | $2,707-89.1% | $8,252-96.4% | $1,587-81.3% |