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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,773 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,301 | $54,121+39.1% | $134,143-43.9% | $73,409+2.6% |
| Participation rate | 96.7% | 64.4%+32.3pp | 72.2%+24.5pp | 72.2%+24.5pp |
| Annual return | 18.11% | -312.52%+330.6pp | 36.33%-18.2pp | 59.29%-41.2pp |
| Employer contribution / active EE | $2,323 | $1,402+65.7% | $3,704-37.3% | $2,234+4.0% |
| Participant deferral / active EE | $6,634 | $2,844+133.3% | $3,499+89.6% | $3,805+74.3% |
| Admin fee / account holder | $147 | $132+10.7% | $6,684-97.8% | $158-7.2% |