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, LLC4+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 | Contract Administrator | $46,059 |
Service code 19 · EIN 13-5674085 | Securities Custodian | $41,081 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $18,724 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746769 | Accounting | $9,225 |
Filed as: LAW OFFICE OF RICHARD A. IKMAN, P.S Service code 29 · EIN 91-1321138 220 W MERCER ST STE 400 · SEATTLE, WA 98119 | Legal | $6,223 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,882 | $145,904-89.1% | $83,848-81.1% | - |
| Participation rate | 100.0% | 64.1%+35.9pp | 76.1%+23.9pp | - |
| Annual return | -2.63% | -3.19%+0.6pp | 850.88%-853.5pp | - |
| Employer contribution / active EE | $3,179 | $1,734+83.3% | $3,631-12.4% | - |
| Participant deferral / active EE | $362 | $2,760-86.9% | $4,082-91.1% | - |
| Admin fee / account holder | $206 | $8,727-97.6% | $5,478-96.2% | - |