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 |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 1301 FIFTH AVENUE SUITE 3800 · SEATTLE, WA 981012646 | Recordkeeping | $154,492 |
BENEFIT ADMINISTRATION, INC.8+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 601 UNION ST, STE 1450 · SEATTLE, WA 98101 | Contract Administrator | $148,810 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $48,083 |
Service code 29 · EIN 91-0889948 500 UNION ST · SEATTLE, WA 98101 | Legal | $12,141 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $10,460 |
BAC CAPITAL ADVISORS, LLC7+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 26 · EIN 91-1999591 601 UNION ST STE 1450 · SEATTLE, WA 98101 | Advisory (Participants) | $9,600 |
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 | $10,151 | $37,317-72.8% | $77,024-86.8% | $77,904-87.0% |
| Participation rate | 85.6% | 46.9%+38.7pp | 67.9%+17.7pp | 73.7%+11.9pp |
| Annual return | -17.22% | -5.88%-11.3pp | 42.32%-59.5pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,029 | $1,218-15.5% | $2,812-63.4% | $2,848-63.9% |
| Participant deferral / active EE | $514 | $2,564-80.0% | $4,426-88.4% | $4,806-89.3% |
| Admin fee / account holder | $151 | $126+20.5% | $5,425-97.2% | $133+14.3% |