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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $402,319 |
DAVIS WRIGHT TREMAINE10+ years Service code 29 · EIN 91-0839480 | Legal | $121,199 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,605 |
VERUS10+ years Service code 16 · EIN 91-1320111 | Consulting | $73,836 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC Service code 22 · EIN 62-1404453 | Insurance Broker | $47,921 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $25,023 |
Service code 99 | Other Fees | $0 |
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 | $236,984 | $44,897+427.8% | $84,966+178.9% | $199,593+18.7% |
| Participation rate | 89.8% | 45.7%+44.1pp | 67.5%+22.3pp | 72.0%+17.9pp |
| Annual return | 12.06% | 20.96%-8.9pp | 66.38%-54.3pp | 34.25%-22.2pp |
| Employer contribution / active EE | $7,701 | $1,365+464.0% | $2,727+182.4% | $3,034+153.8% |
| Participant deferral / active EE | $12,893 | $2,668+383.3% | $4,519+185.3% | $5,087+153.5% |
| Admin fee / account holder | $140 | $584-76.1% | $6,149-97.7% | $269-48.1% |