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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $127,139 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $105,000 |
BAKER TILLY US, LLP1 year Service code 99 · EIN 39-0859910 | Other Fees | $15,660 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,544 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,952 | $95,388-50.8% | $125,339-62.5% | $77,904-39.7% |
| Participation rate | 93.7% | 78.6%+15.1pp | 82.4%+11.3pp | 73.7%+20.0pp |
| Annual return | -12.93% | 116.19%-129.1pp | 572.05%-585.0pp | 12.21%-25.1pp |
| Employer contribution / active EE | $625 | $3,666-82.9% | $4,814-87.0% | $2,848-78.0% |
| Participant deferral / active EE | $5,712 | $7,711-25.9% | $7,446-23.3% | $4,806+18.8% |
| Admin fee / account holder | $100 | $119-15.9% | $10,010-99.0% | $133-24.6% |