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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,800 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $34,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $330,131 | $145,877+126.3% | $150,045+120.0% | $102,872+220.9% |
| Participation rate | 99.0% | 79.8%+19.1pp | 82.3%+16.6pp | 73.0%+25.9pp |
| Annual return | 5.75% | 21.37%-15.6pp | 62.55%-56.8pp | 19.06%-13.3pp |
| Employer contribution / active EE | $11,344 | $4,710+140.9% | $4,693+141.7% | $3,526+221.7% |
| Participant deferral / active EE | $13,747 | $9,491+44.8% | $7,997+71.9% | $5,535+148.4% |
| Admin fee / account holder | $72 | $176-58.8% | $13,435-99.5% | $292-75.2% |