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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $223,114 |
T.H. FITZGERALD1 year Filed as: FITZGERALD, DEPIERT & WOGNAS, CPA'S Service code 27 · EIN 16-1163912 | Advisory (Plan) | $20,554 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $12,950 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD IAM OPERATING ACCOUNT Service code 16 · EIN 23-1945930 | Consulting | $7,661 |
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 | $162,298 | $110,699+46.6% | $177,821-8.7% | $90,288+79.8% |
| Participation rate | 98.6% | 88.3%+10.3pp | 87.7%+10.9pp | 73.4%+25.3pp |
| Annual return | 13.65% | 22.79%-9.1pp | 48.32%-34.7pp | 53.97%-40.3pp |
| Employer contribution / active EE | $4,484 | $4,118+8.9% | $5,918-24.2% | $2,524+77.6% |
| Participant deferral / active EE | $6,735 | $6,7310% | $7,714-12.7% | $4,232+59.1% |
| Admin fee / account holder | $146 | $90+62.5% | $12,427-98.8% | $114+28.3% |