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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $168,915 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $124,913 |
GRANT THORNTON LLP3+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $17,595 |
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 | $32,229 | $90,410-64.4% | $91,001-64.6% | $77,958-58.7% |
| Participation rate | 90.0% | 86.4%+3.6pp | 75.6%+14.4pp | 71.6%+18.3pp |
| Annual return | 18.07% | 21.34%-3.3pp | 4.60%+13.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,916 | $3,392-43.5% | $2,456-22.0% | $2,310-17.1% |
| Participant deferral / active EE | $3,114 | $4,816-35.3% | $3,547-12.2% | $3,537-11.9% |
| Admin fee / account holder | $75 | $79-4.8% | $5,417-98.6% | $97-22.8% |