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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $197,797 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $66,977 |
GRANT THORNTON LLP8+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $13,714 |
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 | $36,951 | $136,266-72.9% | $90,749-59.3% | $77,904-52.6% |
| Participation rate | 94.1% | 86.6%+7.5pp | 75.7%+18.4pp | 73.7%+20.4pp |
| Annual return | -15.25% | -11.32%-3.9pp | -12.16%-3.1pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,668 | $4,215-60.4% | $2,921-42.9% | $2,848-41.4% |
| Participant deferral / active EE | $3,854 | $6,353-39.3% | $4,564-15.6% | $4,806-19.8% |
| Admin fee / account holder | $72 | $399-81.8% | $8,445-99.1% | $133-45.3% |