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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $298,699 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $189,051 |
VERUS8+ years Service code 16 · EIN 91-1320111 | Consulting | $88,922 |
DAVIS WRIGHT TREMAINE8+ years Service code 29 · EIN 91-0839480 | Legal | $82,447 |
Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC Service code 22 · EIN 62-1404453 | Insurance Broker | $48,654 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $34,006 |
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 | $192,899 | $37,317+416.9% | $77,024+150.4% | $77,904+147.6% |
| Participation rate | 91.7% | 46.9%+44.8pp | 67.9%+23.8pp | 73.7%+18.0pp |
| Annual return | -12.88% | -5.88%-7.0pp | 42.32%-55.2pp | 12.21%-25.1pp |
| Employer contribution / active EE | $5,914 | $1,218+385.4% | $2,812+110.3% | $2,848+107.7% |
| Participant deferral / active EE | $10,426 | $2,564+306.6% | $4,426+135.5% | $4,806+116.9% |
| Admin fee / account holder | $129 | $126+2.4% | $5,425-97.6% | $133-2.9% |