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 10-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 |
|---|---|---|
401K INVESTMENT PROF.3 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $11,065 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,956 | $53,901-11.0% | $134,143-64.2% | $73,488-34.7% |
| Participation rate | 36.6% | 62.8%-26.2pp | 72.2%-35.6pp | 70.7%-34.1pp |
| Annual return | 14.70% | 15.82%-1.1pp | 36.33%-21.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $444 | $1,458-69.5% | $3,704-88.0% | $2,270-80.4% |
| Participant deferral / active EE | $1,542 | $2,739-43.7% | $3,499-55.9% | $3,740-58.8% |
| Admin fee / account holder | $228 | $581-60.8% | $6,684-96.6% | $513-55.6% |