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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,155 |
401K INVESTMENT PROF.3 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $10,285 |
EIDE BAILLY LLP1 year Filed as: WEGNER LLP Service code 10 2921 LANDMARK PLACE · MADISON, WI 53713 | Accounting | $8,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,346 | $65,061-84.1% | $143,757-92.8% | $66,914-84.5% |
| Participation rate | 87.8% | 65.2%+22.6pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | -20.14% | -11.14%-9.0pp | -0.04%-20.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,250 | $2,361-47.1% | $4,951-74.8% | $2,544-50.9% |
| Participant deferral / active EE | $2,073 | $2,919-29.0% | $5,637-63.2% | $4,237-51.1% |
| Admin fee / account holder | $215 | $502-57.2% | $14,673-98.5% | $593-63.8% |