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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,109 |
401K INVESTMENT PROF.4 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $10,544 |
EIDE BAILLY LLP2 years Filed as: WEGNER LLP Service code 10 2921 LANDMARK PLACE · MADISON, WI 53713 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,463 | $61,272-78.0% | $149,673-91.0% | $71,457-81.2% |
| Participation rate | 85.8% | 62.5%+23.3pp | 78.8%+7.0pp | 67.9%+17.9pp |
| Annual return | 18.90% | 35.85%-16.9pp | 134.42%-115.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,211 | $2,378-49.1% | $4,818-74.9% | $2,588-53.2% |
| Participant deferral / active EE | $1,972 | $2,917-32.4% | $5,680-65.3% | $4,289-54.0% |
| Admin fee / account holder | $207 | $1,261-83.6% | $13,210-98.4% | $1,587-86.9% |