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 |
|---|---|---|
MILLER NASH GRAHAM & DUNN LLP5+ years Service code 29 · EIN 93-0410518 | Legal | $50,977 |
Service code 28 · EIN 93-0646988 | Investment Management | $49,427 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $34,675 |
NORTHWEST ADMINISTRATORS, INC.5+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $26,411 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,865 | $50,666-66.7% | $76,817-78.0% | $65,185-74.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 16.83% | 28.51%-11.7pp | 1166.11%-1149.3pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,805 | $1,575+14.6% | $2,302-21.6% | $2,177-17.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $435 | $463-6.1% | $6,420-93.2% | $847-48.7% |