See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,084 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,993 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,324 | $117,025+14.8% | $91,541+46.7% | $85,563+57.0% |
| Participation rate | 95.4% | 64.2%+31.1pp | 69.8%+25.6pp | 66.0%+29.4pp |
| Annual return | 15.75% | 18.02%-2.3pp | 20.50%-4.7pp | 31.51%-15.8pp |
| Employer contribution / active EE | $4,513 | $2,120+112.8% | $2,505+80.2% | $2,654+70.1% |
| Participant deferral / active EE | $5,478 | $3,446+59.0% | $4,008+36.7% | $4,375+25.2% |
| Admin fee / account holder | $206 | $1,242-83.4% | $6,956-97.0% | $834-75.3% |