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 |
|---|---|---|
THE STANDARD10+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $456,857 |
BENESYS, INC.10+ years Service code 13 · EIN 93-0446761 | Contract Administrator | $137,594 |
RELIANT CONSULTING & RESEARCH10+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $47,207 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $25,540 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $16,996 |
Filed as: ANASTASI MARTIN & MOORE Service code 10 · EIN 20-8149084 | Accounting | $15,457 |
MCKANNA BISHOP JOFFE LLP8 years Filed as: MCKANNA BISHOP JOFFE, LLP Service code 29 1635 NW JOHNSON ST · PORTLAND, OR 97209 | Legal | $6,543 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,927 | $86,936-61.0% | $103,333-67.2% | $99,062-65.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 14.04% | 14.99%-0.9pp | 24.88%-10.8pp | 17.66%-3.6pp |
| Employer contribution / active EE | $667 | $3,925-83.0% | $3,868-82.7% | $3,262-79.5% |
| Participant deferral / active EE | $1,534 | $3,825-59.9% | $5,057-69.7% | $5,331-71.2% |
| Admin fee / account holder | $76 | $140-45.9% | $8,355-99.1% | $109-30.3% |