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.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $683,456 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $531,639 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES, LLC Service code 23 · EIN 13-3771734 | Insurance services | $240,591 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427 | Accounting | $186,453 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $75,039 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $63,957 |
FLUOR IDAHO, LLC5 years Service code 23 · EIN 45-2724914 | Insurance services | $17,161 |
WIPFLI LLP3 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $14,001 |
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 | $208,593 | $93,773+122.4% | $125,339+66.4% | $78,044+167.3% |
| Participation rate | 98.5% | 75.6%+22.9pp | 82.4%+16.1pp | 74.4%+24.0pp |
| Annual return | -15.63% | 277.78%-293.4pp | 572.05%-587.7pp | 10.87%-26.5pp |
| Employer contribution / active EE | $8,251 | $3,678+124.3% | $4,814+71.4% | $3,125+164.1% |
| Participant deferral / active EE | $11,532 | $6,971+65.4% | $7,446+54.9% | $5,084+126.8% |
| Admin fee / account holder | $219 | $67+227.6% | $10,010-97.8% | $79+178.0% |