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) | $37,796 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,388 | $53,822+138.5% | $75,696+69.6% | $85,850+49.5% |
| Participation rate | 90.6% | 69.1%+21.6pp | 74.8%+15.8pp | 69.3%+21.3pp |
| Annual return | 15.25% | 24.54%-9.3pp | 104.53%-89.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,830 | $2,017+139.5% | $2,743+76.1% | $2,565+88.3% |
| Participant deferral / active EE | $5,324 | $2,895+83.9% | $3,821+39.3% | $3,952+34.7% |
| Admin fee / account holder | $463 | $3,343-86.1% | $3,619-87.2% | $6,260-92.6% |