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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,269 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES, LLC Service code 49 10440 NORTH CENTRAL EXPRESSWAY · DALLAS, TX 75231 | Other Services | $0 |
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 | $78,129 | $76,552+2.1% | $123,892-36.9% | $62,891+24.2% |
| Participation rate | 84.3% | 73.0%+11.3pp | 81.4%+2.9pp | 69.3%+15.0pp |
| Annual return | 8.44% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,256 | $4,840+111.9% | $5,984+71.4% | $3,203+220.2% |
| Admin fee / account holder | $18 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |