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 |
|---|---|---|
DUNCAN & HALEY LTD2+ years Filed as: DUNCAN & HALEY, LTD Service code 26 · EIN 02-0532349 2753 SOUTH WASHINGTON STREET · SEATTLE, WA 98144 | Advisory (Participants) | $18,865 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Contract Administrator | $18,767 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $5,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $52,947 | $89,739-41.0% | $149,718-64.6% | $62,292-15.0% |
| Participation rate | 69.3% | 85.1%-15.8pp | 87.1%-17.8pp | 69.5%-0.2pp |
| Annual return | 18.49% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $964 | $3,233-70.2% | $5,445-82.3% | $2,042-52.8% |
| Participant deferral / active EE | $3,096 | $4,797-35.5% | $6,569-52.9% | $3,169-2.3% |
| Admin fee / account holder | $269 | $551-51.3% | $11,283-97.6% | $479-44.0% |