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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,759 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $10,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,832 | $89,436+15.0% | $164,813-37.6% | $77,643+32.4% |
| Participation rate | 96.3% | 78.6%+17.7pp | 78.6%+17.7pp | 70.6%+25.7pp |
| Annual return | 13.07% | 28.83%-15.8pp | 69.93%-56.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,005 | $2,569+55.9% | $4,341-7.7% | $2,726+46.9% |
| Participant deferral / active EE | $5,927 | $4,897+21.0% | $6,031-1.7% | $4,647+27.5% |
| Admin fee / account holder | $207 | $339-39.2% | $12,690-98.4% | $430-52.0% |