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 9-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 | $8,240 |
CAP FINANCIAL PARTNERS, LLC6 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,991 | $89,808-58.8% | $100,391-63.2% | $77,643-52.4% |
| Participation rate | 82.3% | 81.2%+1.1pp | 81.5%+0.8pp | 70.6%+11.7pp |
| Annual return | 17.33% | 20.62%-3.3pp | 49.20%-31.9pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,009 | $3,039-1.0% | $3,942-23.7% | $2,726+10.4% |
| Participant deferral / active EE | $6,243 | $8,284-24.6% | $8,082-22.7% | $4,647+34.3% |
| Admin fee / account holder | $23 | $174-86.8% | $7,899-99.7% | $430-94.7% |