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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,415 |
401K INVESTMENT PROF.2 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $18,225 |
MEICHER & ASSOCIATES2 years Filed as: MEICHER CPAS Service code 10 2349 DEMING WAY · MIDDLETON, WI 53562 | Accounting | $11,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,456 | $62,928-58.0% | $172,739-84.7% | $67,579-60.9% |
| Participation rate | 42.8% | 64.5%-21.7pp | 82.6%-39.9pp | 71.3%-28.5pp |
| Annual return | 23.22% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $470 | $1,636-71.3% | $5,143-90.9% | $2,148-78.1% |
| Participant deferral / active EE | $1,281 | $2,145-40.3% | $5,198-75.4% | $3,539-63.8% |
| Admin fee / account holder | $189 | $167+13.3% | $13,954-98.6% | $142+32.7% |