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 |
|---|---|---|
SELLWOOD CONSULTING LLC5 years Service code 16 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Consulting | $95,782 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $53,481 |
CLARK NUBER11+ years Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $26,250 |
DAVIS WRIGHT TREMAINE10+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 1201 THIRD AVENUE · SEATTLE, WA 98101 | Legal | $7,304 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $5,994 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,123 | $61,058+463.6% | $71,209+383.3% | $85,563+302.2% |
| Participation rate | 97.3% | 58.6%+38.7pp | 73.8%+23.6pp | 66.0%+31.3pp |
| Annual return | 15.69% | 100.41%-84.7pp | 282.51%-266.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $15,425 | $2,199+601.6% | $2,721+466.9% | $2,654+481.3% |
| Participant deferral / active EE | $17,053 | $3,173+437.5% | $4,175+308.4% | $4,375+289.8% |
| Admin fee / account holder | $194 | $855-77.3% | $5,349-96.4% | $834-76.8% |