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.5 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $51,924 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,596 |
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 | $135,894 | $67,984+99.9% | $65,493+107.5% | $74,304+82.9% |
| Participation rate | 95.7% | 66.3%+29.3pp | 73.1%+22.6pp | 60.3%+35.3pp |
| Annual return | 15.34% | 19.87%-4.5pp | 982.45%-967.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,996 | $2,491+100.5% | $2,574+94.1% | $2,241+122.9% |
| Participant deferral / active EE | $5,892 | $3,346+76.1% | $3,961+48.7% | $3,767+56.4% |
| Admin fee / account holder | $504 | $1,373-63.3% | $5,028-90.0% | $2,969-83.0% |