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 ADMINISTRATORS, INC.1+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $203,462 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $72,968 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 17 · EIN 93-0910652 | Pension Consulting | $31,276 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $16,905 |
Filed as: SONG MONDRESS, PLLC Service code 29 · EIN 91-1903613 | Legal | $15,154 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $13,500 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 19 · EIN 04-1867445 | Securities Custodian | $12,998 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $9,093 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 50 · EIN 91-6052285 | Direct Payment | $7,456 |
See 1 actuary disclosure. $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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | -5.69% | 9.19%-14.9pp | 2.89%-8.6pp | 9.19%-14.9pp |
| Employer contribution / active EE | $849 | $12,608-93.3% | $39,831-97.9% | $12,608-93.3% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |