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 | $82,883 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,893 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,567 | $89,588+3.3% | $136,007-31.9% | $77,643+19.2% |
| Participation rate | 89.3% | 74.3%+15.0pp | 76.5%+12.8pp | 70.6%+18.7pp |
| Annual return | 14.16% | 17.42%-3.3pp | 579.32%-565.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,103 | $5,591+27.0% | $7,025+1.1% | $4,647+52.8% |
| Admin fee / account holder | $129 | $539-76.1% | $6,858-98.1% | $430-70.1% |