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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,151 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $9,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,593 | $91,372-3.0% | $129,995-31.8% | $74,419+19.0% |
| Participation rate | 96.2% | 77.8%+18.4pp | 78.5%+17.7pp | 70.7%+25.5pp |
| Annual return | 16.99% | 23.21%-6.2pp | -137.18%+154.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,681 | $2,563+43.6% | $4,320-14.8% | $2,637+39.6% |
| Participant deferral / active EE | $5,416 | $4,721+14.7% | $5,820-6.9% | $4,528+19.6% |
| Admin fee / account holder | $192 | $283-32.3% | $10,614-98.2% | $348-44.9% |