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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,921 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,836 | $64,612-44.5% | $86,436-58.5% | $64,808-44.7% |
| Participation rate | 74.8% | 81.5%-6.6pp | 80.3%-5.5pp | 71.5%+3.4pp |
| Annual return | -14.26% | 0.66%-14.9pp | 4394.89%-4409.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,344 | $2,744+21.9% | $3,769-11.3% | $2,506+33.4% |
| Participant deferral / active EE | $6,537 | $7,497-12.8% | $6,952-6.0% | $4,310+51.7% |
| Admin fee / account holder | $34 | $169-79.9% | $6,731-99.5% | $188-81.9% |