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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $276,061 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $16,275 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $15,181 |
GRANT THORNTON LLP1+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $10,609 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $6,181 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,687 | $81,321-61.0% | $68,509-53.7% | $59,188-46.5% |
| Participation rate | 87.8% | 83.8%+3.9pp | 74.7%+13.0pp | 69.4%+18.3pp |
| Annual return | -1.86% | 4.65%-6.5pp | 8.27%-10.1pp | 5.51%-7.4pp |
| Employer contribution / active EE | $1,121 | $3,297-66.0% | $2,278-50.8% | $2,098-46.6% |
| Participant deferral / active EE | $2,620 | $4,592-43.0% | $3,382-22.5% | $3,265-19.8% |
| Admin fee / account holder | $18 | $62-70.2% | $5,275-99.7% | $92-80.1% |