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.8+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $274,410 |
TRUCKER HUSS8+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $68,389 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $19,600 |
VIGILANT SERVICES, INC.8+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
RVK, INC.8+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
KH PRINT SOLUTIONS4 years Service code 36 · EIN 91-0531929 | Copying and duplicating; Direct payme... | $12,562 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 | Securities Custodian | $10,340 |
WELLS FARGO BANK, N.A.8+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $7,624 |
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 | $18,068 | $42,419-57.4% | $104,294-82.7% | $77,904-76.8% |
| Participation rate | 99.8% | 51.6%+48.2pp | 73.3%+26.5pp | 73.7%+26.1pp |
| Annual return | -16.39% | -11.16%-5.2pp | 24.61%-41.0pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,968 | $1,105+78.0% | $3,372-41.6% | $2,848-30.9% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $4,625-100.0% | $4,806-100.0% |
| Admin fee / account holder | $112 | $117-4.3% | $7,339-98.5% | $133-15.3% |