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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,545 |
CAPFINANCIAL PARTNERS LLC5 years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $29,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,411 | $53,345+47.0% | $121,098-35.2% | $74,419+5.4% |
| Participation rate | 97.1% | 60.0%+37.1pp | 69.5%+27.6pp | 70.7%+26.3pp |
| Annual return | 19.22% | 35.15%-15.9pp | 985.75%-966.5pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,514 | $1,898+32.4% | $4,164-39.6% | $2,637-4.7% |
| Participant deferral / active EE | $7,740 | $3,221+140.3% | $4,080+89.7% | $4,528+70.9% |
| Admin fee / account holder | $148 | $382-61.2% | $5,644-97.4% | $348-57.4% |