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 8-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 LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $51,883 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,269 | $99,078-36.1% | $96,544-34.5% | $74,419-15.0% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.0%+0.2pp | 70.7%+5.5pp |
| Annual return | 17.12% | 22.48%-5.4pp | 25.84%-8.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,601 | $2,570-37.7% | $2,965-46.0% | $2,637-39.3% |
| Participant deferral / active EE | $3,211 | $4,933-34.9% | $4,851-33.8% | $4,528-29.1% |
| Admin fee / account holder | $250 | $225+11.3% | $8,252-97.0% | $348-28.1% |