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.4+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $71,037 |
MIDDLETON & COMPANY, CPA, PC4+ years Service code 10 · EIN 93-0809066 | Accounting | $18,000 |
MASONRY INDUSTRY TRUST ADMIN.4+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $17,977 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 26 · EIN 91-1320111 | Advisory (Participants) | $9,350 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $8,010 |
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 | $14,641 | $56,443-74.1% | $83,848-82.5% | $55,725-73.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.41% | 393.67%-398.1pp | 850.88%-855.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,154 | $2,682-19.7% | $3,631-40.7% | $2,078+3.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $88 | $156-43.6% | $5,478-98.4% | $115-23.4% |