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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,522 |
401K INVESTMENT PROF.6 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $17,212 |
EIDE BAILLY LLP4 years Filed as: WEGNER LLP Service code 10 2921 LANDMARK PLACE · MADISON, WI 53713 | Accounting | $12,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,462 | $50,982-65.7% | $154,803-88.7% | $85,563-79.6% |
| Participation rate | 82.5% | 59.8%+22.7pp | 78.1%+4.4pp | 66.0%+16.5pp |
| Annual return | 14.15% | 30.35%-16.2pp | 58.88%-44.7pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,132 | $1,708-33.7% | $4,305-73.7% | $2,654-57.3% |
| Participant deferral / active EE | $1,755 | $2,474-29.1% | $5,540-68.3% | $4,375-59.9% |
| Admin fee / account holder | $251 | $846-70.3% | $14,329-98.2% | $834-69.9% |