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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $329,527 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,138 |
DAVIS WRIGHT TREMAINE3 years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 16 · EIN 91-0839480 | Consulting | $104,971 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 29 · EIN 91-1320111 | Legal | $31,106 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC Service code 22 · EIN 62-1404453 | Insurance Broker | $26,018 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $17,898 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,082 | $40,278+309.9% | $80,569+104.9% | $80,160+105.9% |
| Participation rate | 89.7% | 47.5%+42.1pp | 67.0%+22.7pp | 72.9%+16.8pp |
| Annual return | 17.55% | 50.86%-33.3pp | 935.43%-917.9pp | 40.38%-22.8pp |
| Employer contribution / active EE | $4,616 | $1,332+246.4% | $2,723+69.5% | $2,978+55.0% |
| Participant deferral / active EE | $6,032 | $2,696+123.7% | $4,447+35.6% | $5,017+20.2% |
| Admin fee / account holder | $143 | $210-32.0% | $5,377-97.3% | $145-1.2% |