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 10-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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $141,731 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,320 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $46,500 |
FITZGERALD DEPIETRO & WOJNAS3 years Service code 99 · EIN 16-1163912 | Other Fees | $15,000 |
HUNTON ANDREWS KURTH LLP4 years Service code 16 · EIN 54-0572269 | Consulting | $10,958 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $176,086 | $122,693+43.5% | $184,203-4.4% | $199,593-11.8% |
| Participation rate | 98.6% | 86.8%+11.8pp | 86.8%+11.8pp | 72.0%+26.7pp |
| Annual return | 12.29% | 143.91%-131.6pp | 28.81%-16.5pp | 34.25%-22.0pp |
| Employer contribution / active EE | $6,514 | $4,584+42.1% | $6,427+1.3% | $3,034+114.7% |
| Participant deferral / active EE | $9,013 | $7,990+12.8% | $9,131-1.3% | $5,087+77.2% |
| Admin fee / account holder | $172 | $121+42.7% | $13,901-98.8% | $269-36.0% |