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 10-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 |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Management | $18,456 |
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 1200 FIFTH AVE STE 1100 · SEATTLE, WA 98101 | Contract Administrator | $17,925 |
WITHUMSMITH+BROWN, PC2+ years Filed as: ERICKSON BROWN & KLOSTER P.C. Service code 10 · EIN 84-0957308 4565 HILTON PARKWAY · COLORADO SPRINGS, CO 80907 | Accounting | $10,560 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,125 | $56,897-71.7% | $84,750-81.0% | $62,891-74.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.31% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,597 | $2,400+8.2% | $3,574-27.3% | $2,281+13.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $280 | $3,581-92.2% | $5,332-94.8% | $4,296-93.5% |