Filed February 14, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
VERUS5 years Service code 16 999 THIRD AVE · SEATTLE, WA 98104 | Consulting | $43,750 |
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,249 |
Filed as: HAGEN, KURTH, PERMAN & CO, PS Service code 10 1111 THIRD AVE · SEATTLE, WA 98101 | Accounting | $18,000 |
RAMSEY SOLUTIONS3 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,523 | $100,227+61.2% | $169,993-5.0% | $74,419+117.0% |
| Participation rate | 93.0% | 87.3%+5.7pp | 87.0%+6.0pp | 70.7%+22.3pp |
| Annual return | 20.66% | 66.08%-45.4pp | 53.37%-32.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,382 | $4,263+2.8% | $6,785-35.4% | $2,637+66.1% |
| Participant deferral / active EE | $9,842 | $7,143+37.8% | $10,408-5.4% | $4,528+117.3% |
| Admin fee / account holder | $169 | $234-27.7% | $12,815-98.7% | $348-51.3% |