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 6-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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $30,710 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $13,870 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,915 | $81,908-35.4% | $90,749-41.7% | $64,808-18.4% |
| Participation rate | 61.1% | 80.5%-19.4pp | 75.7%-14.6pp | 71.5%-10.4pp |
| Annual return | -16.19% | -12.53%-3.7pp | -12.16%-4.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,422 | $3,065-53.6% | $2,921-51.3% | $2,506-43.3% |
| Participant deferral / active EE | $3,200 | $4,840-33.9% | $4,564-29.9% | $4,310-25.8% |
| Admin fee / account holder | $69 | $157-56.0% | $8,445-99.2% | $188-63.2% |