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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $243,212 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $105,000 |
BAKER TILLY US, LLP3 years Service code 99 · EIN 39-0859910 | Other Fees | $17,667 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,213 | $122,186-55.6% | $146,958-63.1% | $199,593-72.8% |
| Participation rate | 93.9% | 78.3%+15.6pp | 82.2%+11.7pp | 72.0%+21.9pp |
| Annual return | 14.04% | 30.56%-16.5pp | 418.34%-404.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $642 | $4,093-84.3% | $4,933-87.0% | $3,034-78.8% |
| Participant deferral / active EE | $6,173 | $8,502-27.4% | $8,070-23.5% | $5,087+21.3% |
| Admin fee / account holder | $124 | $179-30.5% | $12,998-99.0% | $269-53.8% |