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 3-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $336,084 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 99 · EIN 36-6055558 | Other Fees | $100,800 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,800 |
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 | $131,876 | $128,899+2.3% | $113,168+16.5% | $102,872+28.2% |
| Participation rate | 97.7% | 87.0%+10.7pp | 76.6%+21.1pp | 73.0%+24.7pp |
| Annual return | 18.07% | 15.88%+2.2pp | 24.27%-6.2pp | 19.06%-1.0pp |
| Employer contribution / active EE | $5,777 | $3,713+55.6% | $2,975+94.2% | $3,526+63.8% |
| Participant deferral / active EE | $7,193 | $6,787+6.0% | $5,107+40.8% | $5,535+30.0% |
| Admin fee / account holder | $99 | $129-23.3% | $12,068-99.2% | $292-66.0% |