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 |
|---|---|---|
Service code 10 · EIN 91-1035498 | Accounting | $10,656 |
GARDE CAPITAL1 year Service code 26 · EIN 27-0321092 | Advisory (Participants) | $5,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,231 | $66,310-71.0% | $93,606-79.5% | $65,185-70.5% |
| Participation rate | 93.4% | 74.0%+19.4pp | 75.8%+17.6pp | 70.2%+23.2pp |
| Annual return | 23.50% | 42.58%-19.1pp | 32.76%-9.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,620 | $2,012+30.2% | $2,718-3.6% | $2,177+20.4% |
| Participant deferral / active EE | $3,571 | $3,342+6.9% | $4,069-12.2% | $3,514+1.6% |
| Admin fee / account holder | $144 | $6,897-97.9% | $7,888-98.2% | $847-83.0% |