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.2 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $38,670 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,464 |
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 | $106,516 | $129,240-17.6% | $60,874+75.0% | - |
| Participation rate | 94.9% | 75.5%+19.4pp | 73.1%+21.8pp | - |
| Annual return | -14.15% | -10.30%-3.8pp | 16.90%-31.0pp | - |
| Employer contribution / active EE | $5,036 | $2,503+101.2% | $2,701+86.4% | - |
| Participant deferral / active EE | $5,967 | $3,755+58.9% | $3,817+56.3% | - |
| Admin fee / account holder | $447 | $9,426-95.3% | $3,224-86.2% | - |