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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $62,471 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $10,398 |
CAMMACK LARHETTE ADVISORS7+ years Service code 17 · EIN 13-3052851 | Pension Consulting | $6,753 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Claims ... | $3,026 |
Filed as: FIDELITY Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $435 |
Annual investment return 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 | $140,728 | $104,317+34.9% | $159,436-11.7% | $86,799+62.1% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.4pp |
| Annual return | 12.50% | 26.32%-13.8pp | 263.57%-251.1pp | 97.91%-85.4pp |
| Employer contribution / active EE | $7,655 | $3,451+121.8% | $4,829+58.5% | $2,405+218.3% |
| Participant deferral / active EE | $5,178 | $6,837-24.3% | $7,352-29.6% | $4,131+25.3% |
| Admin fee / account holder | $104 | $172-39.7% | $10,799-99.0% | $170-38.8% |