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 |
|---|---|---|
VISSE & COMPANY, CPA'S1+ years Filed as: VISSE & COMPANY, CPAS Service code 10 · EIN 54-2088418 610 MARKET ST, SUITE 200 · KIRKLAND, WA 98033 | Accounting | $7,200 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 25-1759623 600 STEWART STREET SUITE 600 · SEATTLE, WA 98101 | Other Services | $5,574 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,382 | $41,854-51.3% | $73,843-72.4% | $52,331-61.1% |
| Participation rate | 98.8% | 66.2%+32.5pp | 73.4%+25.3pp | 68.1%+30.7pp |
| Annual return | -1.83% | 2.11%-3.9pp | 2267.84%-2269.7pp | 4.54%-6.4pp |
| Employer contribution / active EE | $225 | $1,920-88.3% | $2,787-91.9% | $1,882-88.0% |
| Participant deferral / active EE | $776 | $2,498-68.9% | $3,583-78.3% | $3,022-74.3% |
| Admin fee / account holder | $59 | $493-88.0% | $4,880-98.8% | $592-90.0% |