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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,195 |
401K INVESTMENT PROF.5 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $15,046 |
EIDE BAILLY LLP3 years Filed as: WEGNER LLP Service code 10 2921 LANDMARK PLACE · MADISON, WI 53713 | Accounting | $11,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,837 | $55,415-69.6% | $155,509-89.2% | $74,495-77.4% |
| Participation rate | 82.3% | 61.9%+20.4pp | 78.2%+4.1pp | 67.2%+15.1pp |
| Annual return | 13.56% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,240 | $2,267-45.3% | $4,672-73.5% | $2,623-52.7% |
| Participant deferral / active EE | $1,910 | $2,836-32.6% | $5,626-66.0% | $4,346-56.0% |
| Admin fee / account holder | $230 | $1,738-86.8% | $15,912-98.6% | $1,942-88.1% |