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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,412 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,942 | $136,307+10.7% | $177,821-15.1% | $73,488+105.4% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 15.41% | 18.68%-3.3pp | 48.32%-32.9pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,006 | $3,712-19.0% | $5,918-49.2% | $2,270+32.4% |
| Participant deferral / active EE | $6,772 | $5,829+16.2% | $7,714-12.2% | $3,740+81.1% |
| Admin fee / account holder | $216 | $596-63.8% | $12,427-98.3% | $513-58.0% |