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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,085 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,147 |
WILKINGUTTENPLAN1 year Service code 10 · EIN 22-2612018 | Accounting | $15,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $650,607 | $91,407+611.8% | $135,903+378.7% | $71,457+810.5% |
| Participation rate | 98.5% | 75.7%+22.8pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 20.12% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $13,269 | $3,703+258.3% | $4,856+173.2% | $2,588+412.8% |
| Participant deferral / active EE | $10,649 | $7,092+50.2% | $7,758+37.3% | $4,289+148.3% |
| Admin fee / account holder | $390 | $1,266-69.2% | $10,762-96.4% | $1,587-75.4% |