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 10-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 |
|---|---|---|
GARDE CAPITAL9 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $38,769 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $2,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,562 | $66,457-28.4% | $81,382-41.6% | $77,643-38.7% |
| Participation rate | 67.5% | 68.7%-1.3pp | 69.5%-2.0pp | 70.6%-3.1pp |
| Annual return | 13.57% | 15.93%-2.4pp | 24.73%-11.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $982 | $2,159-54.5% | $2,463-60.1% | $2,726-64.0% |
| Participant deferral / active EE | $4,646 | $3,679+26.3% | $3,883+19.7% | $4,6470% |
| Admin fee / account holder | $153 | $583-73.7% | $5,768-97.3% | $430-64.4% |