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 | Float revenue; Custodial (securities)... | $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 | $128,603-9.9% | $197,124-41.2% | $67,986+70.4% |
| Participation rate | 85.5% | 81.7%+3.9pp | 86.7%-1.2pp | 57.2%+28.3pp |
| Annual return | 13.86% | 23.77%-9.9pp | 44.34%-30.5pp | 31.67%-17.8pp |
| Employer contribution / active EE | $2,621 | $4,379-40.2% | $6,227-57.9% | $2,019+29.8% |
| Participant deferral / active EE | $5,057 | $6,840-26.1% | $9,135-44.6% | $3,358+50.6% |
| Admin fee / account holder | $480 | $3,035-84.2% | $16,298-97.1% | $3,203-85.0% |