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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $176,958 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,622 | $80,211+42.9% | $74,183+54.5% | $63,975+79.2% |
| Participation rate | 98.3% | 84.2%+14.2pp | 76.6%+21.7pp | 71.1%+27.2pp |
| Annual return | 8.54% | 14.13%-5.6pp | 17.74%-9.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $4,343 | $2,553+70.1% | $2,370+83.2% | $2,182+99.0% |
| Participant deferral / active EE | $5,376 | $4,370+23.0% | $3,550+51.4% | $3,356+60.2% |
| Admin fee / account holder | $90 | $67+33.6% | $5,586-98.4% | $70+27.5% |