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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,802 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $29,652 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $11,245 |
HILL WARD HENDERSON1 year Service code 26 · EIN 59-2678550 | Advisory (Participants) | $5,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,250 | $78,976+165.0% | $100,383+108.5% | $74,546+180.7% |
| Participation rate | 84.3% | 79.5%+4.8pp | 81.5%+2.8pp | 67.2%+17.0pp |
| Annual return | 14.90% | 20.62%-5.7pp | 49.26%-34.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,951 | $7,758-10.4% | $8,086-14.0% | $4,347+59.9% |
| Admin fee / account holder | $81 | $1,330-93.9% | $7,900-99.0% | $1,944-95.8% |