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 |
|---|---|---|
401K INVESTMENT PROF.1 year Service code 27 · EIN 81-1279447 | Advisory (Plan) | $31,156 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,794 | $42,353+57.7% | $79,550-16.0% | $64,808+3.1% |
| Participation rate | 59.4% | 64.8%-5.3pp | 69.5%-10.1pp | 71.5%-12.0pp |
| Annual return | -14.07% | -12.24%-1.8pp | 0.16%-14.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $480 | $1,181-59.3% | $2,413-80.1% | $2,506-80.8% |
| Participant deferral / active EE | $3,339 | $3,170+5.3% | $3,985-16.2% | $4,310-22.5% |
| Admin fee / account holder | $219 | $160+37.3% | $6,832-96.8% | $188+16.6% |