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 | $24,915 |
GARDE CAPITAL6 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $21,078 |
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 | $49,620 | $78,485-36.8% | $106,213-53.3% | $74,495-33.4% |
| Participation rate | 97.0% | 72.8%+24.1pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 12.86% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,560 | $2,523+41.1% | $3,171+12.3% | $2,623+35.7% |
| Participant deferral / active EE | $4,757 | $4,322+10.1% | $5,016-5.2% | $4,346+9.5% |
| Admin fee / account holder | $311 | $2,232-86.1% | $11,033-97.2% | $1,942-84.0% |