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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $165,874 |
LANER MUCHIN2 years Service code 29 · EIN 36-3088463 | Legal | $117,080 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $114,338 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $107,426 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $100,000 |
LAURA CABALLERO10+ years Service code 30 · EIN 36-2407063 | Employee (plan) | $98,642 |
DOWD, BLOCH & BENNETT10+ years Service code 29 · EIN 36-3371377 | Legal | $92,486 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $82,289 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $79,038 |
AMY HERTZ7 years Service code 30 · EIN 36-2407063 | Employee (plan) | $73,663 |
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 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 11.54% | 10.71%+0.8pp | 10.48%+1.1pp | 10.71%+0.8pp |
| Employer contribution / active EE | $17,795 | $14,986+18.7% | $34,979-49.1% | $14,986+18.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |