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 4-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $35,787 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,813 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,829 | $88,982-24.9% | $102,438-34.8% | $77,671-14.0% |
| Participation rate | 93.9% | 80.9%+13.0pp | 76.5%+17.4pp | 70.6%+23.4pp |
| Annual return | 15.86% | 25.01%-9.1pp | 29.37%-13.5pp | 31.21%-15.3pp |
| Employer contribution / active EE | $4,018 | $2,698+48.9% | $3,024+32.9% | $2,726+47.4% |
| Participant deferral / active EE | $5,742 | $5,144+11.6% | $5,054+13.6% | $4,648+23.5% |
| Admin fee / account holder | $73 | $236-69.0% | $9,448-99.2% | $430-83.0% |