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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $223,091 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $158,885 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,358 |
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 | $144,517 | $122,186+18.3% | $146,958-1.7% | $199,593-27.6% |
| Participation rate | 95.8% | 78.3%+17.5pp | 82.2%+13.6pp | 72.0%+23.8pp |
| Annual return | 13.32% | 30.56%-17.2pp | 418.34%-405.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,716 | $4,093-9.2% | $4,933-24.7% | $3,034+22.5% |
| Participant deferral / active EE | $8,930 | $8,502+5.0% | $8,070+10.7% | $5,087+75.5% |
| Admin fee / account holder | $179 | $179+0.2% | $12,998-98.6% | $269-33.4% |