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 |
|---|---|---|
PAULSEN, MEGAARD & CO.P.S.6 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $14,717 |
ASCENSUS LLC3 years Filed as: FURUREPLAN BY ASENSUS Service code 13 · EIN 25-1759623 P.O. BOX 219900 · KANSAS CITY, MO 64121 | Contract Administrator | $13,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,314 | $64,707-82.5% | $112,228-89.9% | $68,494-83.5% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -1.07% | -11.40%+10.3pp | 27.45%-28.5pp | -7.84%+6.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $151 | $5,232-97.1% | $6,410-97.6% | $5,403-97.2% |