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, LLC6+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 | Contract Administrator | $47,650 |
Service code 19 · EIN 13-5674085 | Securities Custodian | $44,067 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $24,912 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746769 | Accounting | $10,405 |
Service code 29 · EIN 91-1321138 3213 W WHEELER ST #307 · SEATTLE, WA 98119 | Legal | $9,462 |
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.
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 | $15,605 | $91,517-82.9% | $101,248-84.6% | $73,409-78.7% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | 2.61% | 17.17%-14.6pp | 46.47%-43.9pp | 59.29%-56.7pp |
| Employer contribution / active EE | $2,538 | $2,877-11.8% | $3,660-30.6% | $2,234+13.6% |
| Participant deferral / active EE | $219 | $3,338-93.4% | $4,370-95.0% | $3,805-94.2% |
| Admin fee / account holder | $172 | $216-20.2% | $5,945-97.1% | $158+9.1% |