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 9-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.10+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $298,394 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $37,766 |
TRUCKER HUSS10+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $28,692 |
RVK, INC.10+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520346 | Securities Custodian | $13,905 |
VIGILANT SERVICES, INC.10+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $10,500 |
WELLS FARGO BANK, N.A.10+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $6,889 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,801 | $55,347-58.8% | $120,354-81.1% | $199,593-88.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 71.9%+28.1pp | 72.0%+28.0pp |
| Annual return | 8.88% | 15.37%-6.5pp | 107.15%-98.3pp | 34.25%-25.4pp |
| Employer contribution / active EE | $2,262 | $1,296+74.6% | $3,463-34.7% | $3,034-25.4% |
| Participant deferral / active EE | $0 | $2,350-100.0% | $4,991-100.0% | $5,087-100.0% |
| Admin fee / account holder | $119 | $134-11.7% | $9,423-98.7% | $269-55.9% |