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 SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $170,942 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $128,687 |
LANER MUCHIN8+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $115,332 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $100,000 |
LAURA CABALLERO8+ years Service code 30 · EIN 36-2407063 | Employee (plan) | $93,197 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $88,656 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $77,127 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $76,655 |
AMY HERTZ5 years Service code 30 · EIN 36-2407063 | Employee (plan) | $69,871 |
DOWD, BLOCH & BENNETT8+ years Service code 29 · EIN 36-3371377 | Legal | $51,257 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | -2.54% | 7.31%-9.9pp | 8.55%-11.1pp | 37.74%-40.3pp |
| Employer contribution / active EE | $18,611 | $9,805+89.8% | $37,109-49.8% | $15,781+17.9% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |