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.7+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $265,502 |
TRUCKER HUSS7+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $47,886 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $24,670 |
WELLS FARGO BANK, N.A.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $18,366 |
VIGILANT SERVICES, INC.7+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
RVK, INC.7+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
KH PRINT SOLUTIONS3 years Service code 36 · EIN 91-0531929 | Direct payment from the plan; Copying... | $12,193 |
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 | $20,555 | $47,278-56.5% | $124,672-83.5% | $93,030-77.9% |
| Participation rate | 97.0% | 51.1%+46.0pp | 74.6%+22.4pp | 73.9%+23.1pp |
| Annual return | 9.93% | 15.27%-5.3pp | 5142.93%-5133.0pp | 158.70%-148.8pp |
| Employer contribution / active EE | $1,492 | $937+59.2% | $3,324-55.1% | $2,706-44.8% |
| Participant deferral / active EE | $0 | $1,786-100.0% | $4,614-100.0% | $4,562-100.0% |
| Admin fee / account holder | $98 | $108-9.4% | $7,493-98.7% | $152-35.3% |