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 LLP6+ years Service code 29 · EIN 93-0410518 | Legal | $74,251 |
Service code 28 · EIN 93-0646988 | Investment Management | $51,300 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $36,478 |
NORTHWEST ADMINISTRATORS, INC.6+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $27,735 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,816 | $61,473-67.8% | $81,930-75.8% | $73,409-73.0% |
| Participation rate | 64.1% | 72.4%-8.3pp | 72.0%-7.9pp | 72.2%-8.1pp |
| Annual return | 10.24% | 28.26%-18.0pp | 29.49%-19.2pp | 59.29%-49.1pp |
| Employer contribution / active EE | $1,178 | $1,898-37.9% | $4,310-72.7% | $2,234-47.3% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $560 | $125+346.6% | $5,158-89.1% | $158+254.9% |