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) | $306,908 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,454 |
VERUS8+ years Service code 16 · EIN 91-1320111 | Consulting | $61,878 |
DAVIS WRIGHT TREMAINE8+ years Service code 29 · EIN 91-0839480 | Legal | $57,337 |
Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC Service code 22 · EIN 62-1404453 | Insurance Broker | $26,735 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,594 | $37,317+298.2% | $77,024+92.9% | $77,904+90.7% |
| Participation rate | 89.8% | 46.9%+43.0pp | 67.9%+21.9pp | 73.7%+16.2pp |
| Annual return | -12.90% | -5.88%-7.0pp | 42.32%-55.2pp | 12.21%-25.1pp |
| Employer contribution / active EE | $4,098 | $1,218+236.4% | $2,812+45.7% | $2,848+43.9% |
| Participant deferral / active EE | $5,882 | $2,564+129.4% | $4,426+32.9% | $4,806+22.4% |
| Admin fee / account holder | $154 | $126+22.3% | $5,425-97.2% | $133+16.0% |