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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,687 |
CAPFINANCIAL PARTNERS LLC6 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 | $192,673 | $92,055+109.3% | $106,213+81.4% | $77,643+148.2% |
| Participation rate | 98.1% | 81.0%+17.1pp | 75.3%+22.9pp | 70.6%+27.6pp |
| Annual return | 15.16% | 17.91%-2.7pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $5,098 | $3,367+51.4% | $3,171+60.7% | $2,726+87.0% |
| Participant deferral / active EE | $9,781 | $5,386+81.6% | $5,016+95.0% | $4,647+110.5% |
| Admin fee / account holder | $198 | $219-9.5% | $11,033-98.2% | $430-54.0% |