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 | $27,553 |
GARDE CAPITAL5 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $16,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,299 | $71,516-45.0% | $98,439-60.1% | $71,457-45.0% |
| Participation rate | 94.6% | 72.7%+21.9pp | 75.2%+19.4pp | 67.9%+26.7pp |
| Annual return | 18.48% | 32.41%-13.9pp | 21.16%-2.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,459 | $2,399+44.2% | $3,048+13.5% | $2,588+33.7% |
| Participant deferral / active EE | $4,621 | $4,109+12.5% | $4,738-2.5% | $4,289+7.7% |
| Admin fee / account holder | $301 | $1,675-82.0% | $8,948-96.6% | $1,587-81.0% |