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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $195,455 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $160,357 |
GRANT THORNTON LLP10+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $20,700 |
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 | $49,885 | $112,623-55.7% | $106,213-53.0% | $199,593-75.0% |
| Participation rate | 94.6% | 86.2%+8.4pp | 75.3%+19.3pp | 72.0%+22.6pp |
| Annual return | 15.09% | 15.57%-0.5pp | 116.14%-101.1pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,818 | $4,575-60.3% | $3,171-42.7% | $3,034-40.1% |
| Participant deferral / active EE | $4,565 | $6,659-31.4% | $5,016-9.0% | $5,087-10.3% |
| Admin fee / account holder | $79 | $107-25.7% | $11,033-99.3% | $269-70.4% |