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 9-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,237 |
CAPE INVESTMENT ADVISORY INC5 years Filed as: CAPE INVESTMENT ADVISORY,INC Service code 15 · EIN 26-1775149 | Recordkeeping | $30,397 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,781 | $101,499-62.8% | $147,005-74.3% | $74,546-49.3% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 10.25% | 8732.34%-8722.1pp | 418.76%-408.5pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $280 | $3,811-92.7% | $4,934-94.3% | $2,624-89.3% |
| Participant deferral / active EE | $4,627 | $7,304-36.7% | $8,070-42.7% | $4,347+6.4% |
| Admin fee / account holder | $297 | $1,748-83.0% | $13,006-97.7% | $1,944-84.7% |