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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $231,606 |
Filed as: CAPFINANCIAL PARTNER 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 | $20,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,590 | $176,491-31.1% | $95,952+26.7% | $90,288+34.7% |
| Participation rate | 98.2% | 86.6%+11.6pp | 77.1%+21.1pp | 73.4%+24.8pp |
| Annual return | 17.08% | 20.14%-3.1pp | 91.61%-74.5pp | 53.97%-36.9pp |
| Employer contribution / active EE | $836 | $2,789-70.0% | $2,541-67.1% | $2,524-66.9% |
| Participant deferral / active EE | $7,074 | $5,340+32.5% | $4,167+69.8% | $4,232+67.1% |
| Admin fee / account holder | $94 | $154-38.9% | $6,795-98.6% | $114-17.4% |