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 |
|---|---|---|
401K INVESTMENT PROF.3 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $42,412 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,938 | $54,193+34.6% | $93,606-22.1% | $77,643-6.1% |
| Participation rate | 59.2% | 63.9%-4.7pp | 68.7%-9.5pp | 70.6%-11.4pp |
| Annual return | 13.28% | 30.54%-17.3pp | 133.20%-119.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $515 | $1,168-55.9% | $2,420-78.7% | $2,726-81.1% |
| Participant deferral / active EE | $3,477 | $3,144+10.6% | $4,411-21.2% | $4,647-25.2% |
| Admin fee / account holder | $269 | $576-53.3% | $8,285-96.8% | $430-37.5% |