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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,925 |
401K INVESTMENT PROF.5 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $25,547 |
WIPFLI LLP6 years Service code 10 PO BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $16,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,733 | $46,292-35.8% | $143,757-79.3% | $64,808-54.1% |
| Participation rate | 36.7% | 64.2%-27.5pp | 80.3%-43.6pp | 71.5%-34.7pp |
| Annual return | -16.85% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $464 | $1,910-75.7% | $4,951-90.6% | $2,506-81.5% |
| Participant deferral / active EE | $1,300 | $2,646-50.9% | $5,637-76.9% | $4,310-69.8% |
| Admin fee / account holder | $208 | $154+35.5% | $14,673-98.6% | $188+10.9% |