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 7-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) | $4,660 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,036 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,565 | $58,879-88.8% | $178,490-96.3% | $73,488-91.1% |
| Participation rate | 90.7% | 66.2%+24.5pp | 81.9%+8.8pp | 70.7%+20.0pp |
| Annual return | 31.96% | 24.86%+7.1pp | 151.07%-119.1pp | 28.51%+3.4pp |
| Employer contribution / active EE | $1,094 | $2,236-51.1% | $5,011-78.2% | $2,270-51.8% |
| Participant deferral / active EE | $1,783 | $2,567-30.5% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $41 | $400-89.7% | $13,984-99.7% | $513-92.0% |