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 Service code 15 PO BOX 600071 · RALEIGH, NC 27675 | Recordkeeping | $59,583 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $41,456 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,543 | $47,722-15.0% | $82,719-51.0% | $64,808-37.4% |
| Participation rate | 90.4% | 67.6%+22.8pp | 72.6%+17.9pp | 71.5%+18.9pp |
| Annual return | -18.71% | -13.05%-5.7pp | 701.18%-719.9pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,350 | $2,179-38.1% | $3,009-55.1% | $2,506-46.1% |
| Participant deferral / active EE | $2,426 | $3,329-27.1% | $4,395-44.8% | $4,310-43.7% |
| Admin fee / account holder | $122 | $143-14.7% | $5,329-97.7% | $188-35.1% |