See peer percentile detail. $4.99 for your first month.
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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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,124 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,217 |
WILKIN & GUTTENPLAN, PC1 year Filed as: WILKIN & GUTTENPLAN, P. C. Service code 10 · EIN 22-2612018 | Accounting | $14,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $559,778 | $84,487+562.6% | $125,339+346.6% | $66,914+736.6% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.3pp | 69.8%+27.8pp |
| Annual return | -15.06% | -8.39%-6.7pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $13,751 | $3,553+287.0% | $4,814+185.7% | $2,544+440.5% |
| Participant deferral / active EE | $10,021 | $6,781+47.8% | $7,446+34.6% | $4,237+136.5% |
| Admin fee / account holder | $392 | $685-42.8% | $10,010-96.1% | $593-34.0% |