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 LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $61,592 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,027 | $88,890-19.0% | $102,423-29.7% | $77,643-7.2% |
| Participation rate | 76.3% | 80.9%-4.6pp | 76.5%-0.2pp | 70.6%+5.7pp |
| Annual return | 11.91% | 24.98%-13.1pp | 29.32%-17.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,658 | $2,698-38.5% | $3,023-45.2% | $2,726-39.2% |
| Participant deferral / active EE | $3,442 | $5,145-33.1% | $5,053-31.9% | $4,647-25.9% |
| Admin fee / account holder | $260 | $235+10.6% | $9,451-97.2% | $430-39.5% |