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.4 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $46,139 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,564 |
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 | $127,046 | $69,763+82.1% | $67,502+88.2% | $74,495+70.5% |
| Participation rate | 94.4% | 71.4%+23.0pp | 72.9%+21.5pp | 67.2%+27.2pp |
| Annual return | 15.36% | -40.34%+55.7pp | 3512.12%-3496.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $5,068 | $2,704+87.4% | $2,731+85.6% | $2,623+93.2% |
| Participant deferral / active EE | $6,091 | $3,636+67.5% | $4,000+52.3% | $4,346+40.1% |
| Admin fee / account holder | $453 | $896-49.4% | $3,998-88.7% | $1,942-76.7% |