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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $149,661 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $131,790 |
GRANT THORNTON LLP6+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $12,420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,215 | $105,190-57.0% | $98,907-54.3% | $90,288-49.9% |
| Participation rate | 91.3% | 86.4%+4.9pp | 76.0%+15.2pp | 73.4%+17.9pp |
| Annual return | 17.86% | 18.52%-0.7pp | 196.43%-178.6pp | 53.97%-36.1pp |
| Employer contribution / active EE | $504 | $3,831-86.8% | $2,689-81.3% | $2,524-80.0% |
| Participant deferral / active EE | $2,992 | $5,616-46.7% | $4,244-29.5% | $4,232-29.3% |
| Admin fee / account holder | $73 | $97-25.1% | $6,642-98.9% | $114-36.1% |