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 | $128,590 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $32,500 |
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 | $330,079 | $122,186+170.1% | $146,958+124.6% | $199,593+65.4% |
| Participation rate | 98.5% | 78.3%+20.2pp | 82.2%+16.4pp | 72.0%+26.5pp |
| Annual return | 18.16% | 30.56%-12.4pp | 418.34%-400.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $11,134 | $4,093+172.0% | $4,933+125.7% | $3,034+266.9% |
| Participant deferral / active EE | $13,306 | $8,502+56.5% | $8,070+64.9% | $5,087+161.6% |
| Admin fee / account holder | $72 | $179-59.9% | $12,998-99.4% | $269-73.3% |