See peer percentile detail. $4.99 for your first month.
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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,123,262 |
MERCER7 years Service code 29 · EIN 13-2834414 | Legal | $163,300 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $159,135 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT, LLP Service code 29 · EIN 13-1504385 | Legal | $131,193 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 29 · EIN 27-1728945 | Legal | $62,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,434 | $128,056-8.3% | $146,958-20.1% | $106,382+10.4% |
| Participation rate | 92.4% | 67.2%+25.2pp | 82.2%+10.3pp | 69.9%+22.6pp |
| Annual return | 14.61% | 17.89%-3.3pp | 418.34%-403.7pp | 17.37%-2.8pp |
| Employer contribution / active EE | $3,906 | $3,384+15.4% | $4,933-20.8% | $3,364+16.1% |
| Participant deferral / active EE | $9,771 | $7,674+27.3% | $8,070+21.1% | $5,569+75.5% |
| Admin fee / account holder | $40 | $89-54.7% | $12,998-99.7% | $79-49.3% |