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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,154 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
CHERRY BEKAERT LLP8+ years Service code 10 · EIN 56-0574444 | Accounting | $8,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,151 | $71,142+7.0% | $119,609-36.3% | $64,808+17.5% |
| Participation rate | 96.5% | 78.6%+17.9pp | 79.3%+17.2pp | 71.5%+25.0pp |
| Annual return | -15.39% | -10.01%-5.4pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,748 | $2,497+50.1% | $4,232-11.4% | $2,506+49.6% |
| Participant deferral / active EE | $5,425 | $4,490+20.8% | $5,602-3.2% | $4,310+25.9% |
| Admin fee / account holder | $211 | $162+29.9% | $10,323-98.0% | $188+12.1% |