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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $566,425 |
DAVIS WRIGHT TREMAINE6+ years Service code 29 · EIN 91-0839480 | Legal | $83,688 |
VERUS6+ years Service code 16 · EIN 91-1320111 | Consulting | $73,873 |
AON CONSULTING6+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 22 · EIN 95-3252415 | Insurance Broker | $43,528 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $24,849 |
THE VANGUARD GROUP, INC.6+ years Service code 64 | Recordkeeping 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 | $230,028 | $46,219+397.7% | $89,391+157.3% | $90,288+154.8% |
| Participation rate | 94.1% | 44.9%+49.2pp | 68.0%+26.1pp | 73.4%+20.8pp |
| Annual return | 13.04% | 25.71%-12.7pp | 245.62%-232.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $6,057 | $953+535.6% | $2,586+134.3% | $2,524+140.0% |
| Participant deferral / active EE | $10,394 | $2,136+386.5% | $3,890+167.2% | $4,232+145.6% |
| Admin fee / account holder | $151 | $147+2.7% | $4,881-96.9% | $114+32.3% |