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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 220 W. MERCER ST. #400 · SEATTLE, WA 98119 | Contract Administrator | $44,217 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $30,547 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 50 · EIN 91-1042342 1301 FIFTH AVE, SUITE 3100 · SEATTLE, WA 981012632 | Direct Payment | $12,491 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746769 3000 NORTHRUP WAY · BELLEVUE, WA 980041446 | Accounting | $8,666 |
EKMAN CUSHING MAXWELL1+ years Filed as: EKMAN, THULIN PS Service code 29 · EIN 91-1321138 220 W MERCER ST · SEATTLE, WA 98119 | Legal | $7,721 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,302 | $50,464-73.6% | $75,781-82.4% | $52,331-74.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -2.29% | 1.03%-3.3pp | 9.68%-12.0pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,475 | $1,988+24.5% | $3,323-25.5% | $1,882+31.6% |
| Participant deferral / active EE | $180 | $2,570-93.0% | $3,651-95.1% | $3,022-94.0% |
| Admin fee / account holder | $186 | $1,103-83.1% | $5,299-96.5% | $592-68.5% |