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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $56,411 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $32,949 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (securities); Float revenue... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,835 | $132,049-12.3% | $200,582-42.3% | $74,304+55.9% |
| Participation rate | 85.5% | 84.1%+1.5pp | 86.9%-1.4pp | 60.3%+25.2pp |
| Annual return | 13.86% | 22.22%-8.4pp | 42.33%-28.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,621 | $4,558-42.5% | $6,419-59.2% | $2,241+16.9% |
| Participant deferral / active EE | $5,057 | $7,213-29.9% | $9,331-45.8% | $3,767+34.2% |
| Admin fee / account holder | $480 | $2,405-80.0% | $16,305-97.1% | $2,969-83.8% |