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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,428 |
401K INVESTMENT PROF.2 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $9,683 |
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 | $9,445 | $61,156-84.6% | $185,823-94.9% | $79,386-88.1% |
| Participation rate | 89.0% | 66.6%+22.4pp | 81.7%+7.3pp | 70.7%+18.3pp |
| Annual return | 15.05% | 19.45%-4.4pp | 122.05%-107.0pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,079 | $2,321-53.5% | $5,167-79.1% | $2,427-55.5% |
| Participant deferral / active EE | $1,817 | $2,789-34.9% | $5,568-67.4% | $4,046-55.1% |
| Admin fee / account holder | $135 | $710-81.0% | $16,237-99.2% | $626-78.5% |