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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $52,401 |
BRADLEY L. MIDDLETON, PC1+ years Filed as: BRADLEY L. MIDDLETON, P.C. Service code 29 · EIN 93-1215960 | Legal | $37,198 |
MASONRY INDUSTRY TRUST ADMIN.1+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $16,271 |
MIDDLETON & COMPANY, CPA, PC1+ years Service code 10 · EIN 93-0809066 | Accounting | $15,089 |
VERUS1+ years Service code 26 · EIN 91-1320111 | Advisory (Participants) | $8,800 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $7,985 |
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 | $13,712 | $50,498-72.8% | $75,781-81.9% | $55,191-75.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.79% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,597 | $2,291-30.3% | $3,323-52.0% | $1,899-15.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $123 | $123-0.2% | $5,299-97.7% | $91+35.3% |