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 Service code 15 · EIN 23-1945930 | Recordkeeping | $52,339 |
CAPFINANCIAL PARTNERS LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $37,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,490 | $47,898+40.9% | $117,472-42.5% | $64,808+4.1% |
| Participation rate | 97.2% | 61.9%+35.3pp | 70.6%+26.6pp | 71.5%+25.7pp |
| Annual return | -17.81% | -15.54%-2.3pp | 29.74%-47.5pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,400 | $1,774+35.3% | $4,176-42.5% | $2,506-4.2% |
| Participant deferral / active EE | $7,518 | $3,151+138.6% | $4,070+84.7% | $4,310+74.4% |
| Admin fee / account holder | $162 | $132+23.1% | $5,645-97.1% | $188-13.6% |