See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $173,907 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $133,862 |
GRANT THORNTON LLP7+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $12,782 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,837 | $114,195-60.7% | $106,548-57.9% | $93,030-51.8% |
| Participation rate | 94.7% | 86.4%+8.3pp | 76.1%+18.5pp | 73.9%+20.8pp |
| Annual return | 15.74% | 22.18%-6.4pp | 26.80%-11.1pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,498 | $4,009-62.6% | $2,819-46.9% | $2,706-44.6% |
| Participant deferral / active EE | $3,615 | $5,908-38.8% | $4,398-17.8% | $4,562-20.8% |
| Admin fee / account holder | $69 | $105-34.6% | $7,407-99.1% | $152-54.8% |