See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
401GO INC.1 year Service code 14 · EIN 84-2925395 8427 S OLD BINGHAM HWY · WEST JORDAN, UT 84088 | Plan Administrator | $6,118 |
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 | $7,580 | $50,815-85.1% | $155,509-95.1% | $77,643-90.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.99% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $595 | $1,993-70.1% | $4,672-87.3% | $2,726-78.2% |
| Participant deferral / active EE | $1,258 | $2,822-55.4% | $5,626-77.6% | $4,647-72.9% |
| Admin fee / account holder | $21 | $437-95.2% | $15,912-99.9% | $430-95.2% |