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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $179,475 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $62,500 |
GRANT THORNTON LLP4+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $11,645 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,163 | $134,045-79.0% | $80,019-64.8% | $75,289-62.6% |
| Participation rate | 91.7% | 85.8%+6.0pp | 75.8%+15.9pp | 72.4%+19.3pp |
| Annual return | -4.68% | -0.56%-4.1pp | 11.22%-15.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,156 | $3,492-38.3% | $2,468-12.6% | $2,405-10.4% |
| Participant deferral / active EE | $3,297 | $4,976-33.8% | $3,686-10.6% | $3,739-11.8% |
| Admin fee / account holder | $70 | $124-43.7% | $6,521-98.9% | $102-31.9% |