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.3 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $39,464 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,653 |
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 | $116,384 | $65,557+77.5% | $64,056+81.7% | $71,457+62.9% |
| Participation rate | 95.0% | 73.2%+21.9pp | 72.3%+22.7pp | 67.9%+27.1pp |
| Annual return | 15.42% | 18.94%-3.5pp | 33.69%-18.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $5,122 | $2,669+91.9% | $2,747+86.5% | $2,588+98.0% |
| Participant deferral / active EE | $5,974 | $3,626+64.8% | $3,880+54.0% | $4,289+39.3% |
| Admin fee / account holder | $430 | $616-30.3% | $3,068-86.0% | $1,587-72.9% |