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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $272,200 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,250 |
Filed as: KRONICK, KALADA BERDY & CO PC Service code 10 · EIN 23-2667890 | Accounting | $19,750 |
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 | $128,801 | $105,247+22.4% | $87,100+47.9% | $77,787+65.6% |
| Participation rate | 98.3% | 85.8%+12.5pp | 76.9%+21.4pp | 73.2%+25.1pp |
| Annual return | 22.62% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $2,477 | $2,895-14.4% | $2,521-1.7% | $2,504-1.1% |
| Participant deferral / active EE | $6,554 | $5,060+29.5% | $4,049+61.9% | $3,967+65.2% |
| Admin fee / account holder | $120 | $104+15.0% | $7,497-98.4% | $100+20.1% |