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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,332 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,495 | $91,407+244.1% | $135,903+131.4% | $71,457+340.1% |
| Participation rate | 98.4% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 17.24% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $13,106 | $3,703+253.9% | $4,856+169.9% | $2,588+406.5% |
| Participant deferral / active EE | $15,417 | $7,092+117.4% | $7,758+98.7% | $4,289+259.5% |
| Admin fee / account holder | $261 | $1,266-79.4% | $10,762-97.6% | $1,587-83.6% |