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 SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $158,203 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $108,749 |
LAURA CABALLERO9+ years Service code 30 · EIN 36-2407063 | Other services; Employee (plan) | $105,963 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $105,834 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $100,000 |
LANER MUCHIN1 year Service code 29 · EIN 36-3088463 | Legal | $98,446 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $82,958 |
DOWD, BLOCH & BENNETT9+ years Service code 29 · EIN 36-3371377 | Legal | $76,787 |
AMY HERTZ6 years Service code 30 · EIN 36-2407063 | Employee (plan) | $76,209 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $72,264 |
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 2.96% | 3.90%-0.9pp | 8.57%-5.6pp | 8.76%-5.8pp |
| Employer contribution / active EE | $18,222 | $12,005+51.8% | $33,010-44.8% | $16,627+9.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |