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 5-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 | $39,895 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $36,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,609 | $98,727-9.2% | $113,168-20.8% | $85,563+4.7% |
| Participation rate | 97.2% | 80.8%+16.3pp | 76.6%+20.6pp | 66.0%+31.2pp |
| Annual return | 16.21% | 17.43%-1.2pp | 24.27%-8.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $5,069 | $2,907+74.4% | $2,975+70.4% | $2,654+91.0% |
| Participant deferral / active EE | $7,385 | $5,424+36.2% | $5,107+44.6% | $4,375+68.8% |
| Admin fee / account holder | $93 | $357-73.9% | $12,068-99.2% | $834-88.8% |