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 9-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 |
|---|---|---|
401K INVESTMENT PROF.1 year Service code 27 · EIN 81-1279447 | Advisory (Plan) | $17,824 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,789 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,118 | $86,929+17.5% | $102,423-0.3% | $80,856+26.3% |
| Participation rate | 96.8% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 17.31% | 18.88%-1.6pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,467 | $2,369+130.7% | $3,023+80.8% | $2,755+98.5% |
| Participant deferral / active EE | $6,086 | $4,118+47.8% | $5,053+20.4% | $4,296+41.7% |
| Admin fee / account holder | $174 | $8,049-97.8% | $9,451-98.2% | $6,918-97.5% |