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.3+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $43,169 |
MASONRY INDUSTRY TRUST ADMIN.3+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $18,099 |
MIDDLETON & COMPANY, CPA, PC3+ years Service code 10 · EIN 93-0809066 | Accounting | $17,000 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 26 · EIN 91-1320111 | Advisory (Participants) | $9,442 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $7,924 |
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 | $16,287 | $60,545-73.1% | $92,233-82.3% | $69,631-76.6% |
| Participation rate | 74.4% | 72.2%+2.3pp | 76.5%-2.0pp | 70.7%+3.8pp |
| Annual return | 14.53% | 19.71%-5.2pp | 176.28%-161.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,569 | $2,633-40.4% | $3,679-57.4% | $2,032-22.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $97 | $145-33.2% | $5,194-98.1% | $110-12.4% |