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 |
|---|---|---|
JOSLIN CAPITAL ADVISORS, LLC4 years Service code 26 · EIN 82-1946426 | Advisory (Participants) | $82,500 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $75,397 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $27,877 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
K&L GATES8+ years Filed as: K & L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $8,092 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,316 | $46,292+540.1% | $143,757+106.1% | $64,808+357.2% |
| Participation rate | 96.0% | 64.2%+31.7pp | 80.3%+15.6pp | 71.5%+24.5pp |
| Annual return | -14.72% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $16,319 | $1,910+754.5% | $4,951+229.6% | $2,506+551.2% |
| Participant deferral / active EE | $11,854 | $2,646+348.1% | $5,637+110.3% | $4,310+175.0% |
| Admin fee / account holder | $277 | $154+80.0% | $14,673-98.1% | $188+47.4% |