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.7 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $16,094 |
ASCENSUS LLC4 years Filed as: FURUREPLAN BY ASENSUS Service code 13 · EIN 25-1759623 P.O. BOX 219900 · KANSAS CITY, MO 64121 | Contract Administrator | $7,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $11,127 | $73,933-84.9% | $96,683-88.5% | $75,163-85.2% |
| Participation rate | 53.9% | 66.4%-12.5pp | 74.3%-20.4pp | 67.2%-13.2pp |
| Annual return | 2.70% | 26.70%-24.0pp | 35.69%-33.0pp | 160.62%-157.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $127 | $5,216-97.6% | $6,730-98.1% | $5,651-97.7% |