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 |
|---|---|---|
JOHN GARDINER10+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $231,091 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 84-3937993 | Investment Management | $219,351 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $142,591 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $135,210 |
SARA WHITE1 year Filed as: SARA EDEN Service code 30 · EIN 36-2872442 | Employee (plan) | $115,703 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $115,500 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $106,693 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $90,833 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $88,806 |
Service code 16 · EIN 52-1796473 | Consulting | $69,629 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.11% | 10.33%+1.8pp | 8.09%+4.0pp | 9.30%+2.8pp |
| Employer contribution / active EE | $18,942 | $14,972+26.5% | $28,732-34.1% | $12,557+50.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |