See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,253 |
CAPFINANCIAL PARTNERS LLC5 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,502 | $84,784+89.3% | $98,439+63.0% | $74,419+115.7% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.2pp | 70.7%+26.7pp |
| Annual return | 21.51% | 20.59%+0.9pp | 21.16%+0.3pp | 34.38%-12.9pp |
| Employer contribution / active EE | $4,506 | $3,364+33.9% | $3,048+47.8% | $2,637+70.8% |
| Participant deferral / active EE | $9,159 | $5,218+75.5% | $4,738+93.3% | $4,528+102.3% |
| Admin fee / account holder | $172 | $204-15.7% | $8,948-98.1% | $348-50.4% |