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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,132 |
TRUTINA FINANCIAL2 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $20,135 |
Filed as: FLEX-PLAN RETIREMENT SERVICES INC Service code 49 | Other Services | $4,420 |
Service code 49 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,807 | $45,602+2.6% | $117,472-60.2% | $66,914-30.1% |
| Participation rate | 78.5% | 57.6%+20.8pp | 70.6%+7.9pp | 69.8%+8.7pp |
| Annual return | -14.25% | -16.74%+2.5pp | 29.74%-44.0pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,970 | $1,579+24.8% | $4,176-52.8% | $2,544-22.6% |
| Participant deferral / active EE | $4,493 | $2,845+57.9% | $4,070+10.4% | $4,237+6.0% |
| Admin fee / account holder | $193 | $661-70.8% | $5,645-96.6% | $593-67.5% |