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, LLC5 years Service code 26 · EIN 82-1946426 | Advisory (Participants) | $82,500 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $73,663 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $27,343 |
K&L GATES9+ years Filed as: K & L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $16,860 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $8,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $338,667 | $47,126+618.6% | $149,673+126.3% | $74,419+355.1% |
| Participation rate | 98.3% | 63.4%+34.9pp | 78.8%+19.5pp | 70.7%+27.6pp |
| Annual return | 17.72% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $17,897 | $1,905+839.3% | $4,818+271.5% | $2,637+578.6% |
| Participant deferral / active EE | $13,387 | $2,728+390.7% | $5,680+135.7% | $4,528+195.6% |
| Admin fee / account holder | $260 | $343-24.2% | $13,210-98.0% | $348-25.4% |