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.9+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $274,840 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $32,781 |
TRUCKER HUSS9+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $25,187 |
VIGILANT SERVICES, INC.9+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
RVK, INC.9+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520346 | Securities Custodian | $11,129 |
KH PRINT SOLUTIONS5 years Service code 36 · EIN 91-0531929 | Direct payment from the plan; Copying... | $8,746 |
WELLS FARGO BANK, N.A.9+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $7,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,199 | $50,287-57.8% | $112,229-81.1% | $80,160-73.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 72.4%+27.6pp | 72.9%+27.1pp |
| Annual return | 13.41% | 19.72%-6.3pp | 30.20%-16.8pp | 40.38%-27.0pp |
| Employer contribution / active EE | $2,087 | $1,211+72.4% | $3,430-39.1% | $2,978-29.9% |
| Participant deferral / active EE | $0 | $2,265-100.0% | $4,798-100.0% | $5,017-100.0% |
| Admin fee / account holder | $110 | $116-5.2% | $7,748-98.6% | $145-24.1% |