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.6+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $264,884 |
TRUCKER HUSS6+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $42,512 |
VIGILANT SERVICES, INC.6+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $17,436 |
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $16,584 |
RVK, INC.6+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
KH PRINT SOLUTIONS2 years Service code 36 · EIN 91-0531929 | Copying and duplicating; Direct payme... | $6,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,365 | $41,774-53.6% | $118,925-83.7% | $90,288-78.6% |
| Participation rate | 97.1% | 55.0%+42.1pp | 75.4%+21.7pp | 73.4%+23.7pp |
| Annual return | 13.59% | 16.64%-3.1pp | 35.88%-22.3pp | 53.97%-40.4pp |
| Employer contribution / active EE | $1,411 | $986+43.1% | $3,263-56.8% | $2,524-44.1% |
| Participant deferral / active EE | $0 | $1,683-100.0% | $4,265-100.0% | $4,232-100.0% |
| Admin fee / account holder | $90 | $85+6.6% | $6,581-98.6% | $114-20.9% |