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 |
|---|---|---|
GARDE CAPITAL7 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $24,075 |
Service code 10 · EIN 91-1035498 | Accounting | $15,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,922 | $84,556-25.6% | $116,228-45.9% | $74,304-15.3% |
| Participation rate | 96.9% | 66.0%+30.9pp | 74.6%+22.4pp | 60.3%+36.6pp |
| Annual return | 18.91% | 18.35%+0.6pp | 90.06%-71.1pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,873 | $2,168+78.7% | $2,994+29.3% | $2,241+72.8% |
| Participant deferral / active EE | $5,267 | $3,814+38.1% | $4,953+6.3% | $3,767+39.8% |
| Admin fee / account holder | $264 | $3,792-93.0% | $11,989-97.8% | $2,969-91.1% |