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 |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.7+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $270,166 |
RVK, INC.6 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $50,745 |
TRUCKER HUSS7+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $50,389 |
VIGILANT SERVICES, INC.6 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
WELLS FARGO BANK, N.A.2 years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $42,955 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $35,066 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $27,750 |
SERVICE PRINTING CO2 years Service code 36 · EIN 91-0830372 | Direct payment from the plan; Copying... | $17,249 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $13,497 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $95,044-100.0% | $433,529-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.9%-22.9pp | 8.4%-8.4pp |
| Annual return | 12.17% | 20.06%-7.9pp | 12.74%-0.6pp | 18.34%-6.2pp |
| Employer contribution / active EE | $1,272 | $7,560-83.2% | $33,332-96.2% | $14,665-91.3% |
| Participant deferral / active EE | $0 | $215-100.0% | $157-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,396-100.0% | $9,141-100.0% |