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 |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Service code 25 · EIN 91-1116938 1301 2ND AVENUE · SEATTLE, WA 98101 | Directed Trustee | $1,055,224 |
MERCER2 years Service code 11 · EIN 34-2015463 | Actuarial | $64,000 |
KREISCHER MILLER1 year Filed as: KREISHER MILLER Service code 10 · EIN 23-1980475 | Accounting | $18,746 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 2.97% | 11.91%-8.9pp | 36.37%-33.4pp | 13.24%-10.3pp |
| Employer contribution / active EE | $10,040 | $16,637-39.7% | $37,223-73.0% | $14,616-31.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |