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 |
|---|---|---|
REHN & ASSOCIATES2 years Service code 13 · EIN 91-1008626 | Contract Administrator | $126,070 |
TURNER, STOEVE & GAGLIARDI, P.S.3+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $89,785 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $69,536 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $53,557 |
VERUS1 year Filed as: VERUS ADVISORY INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $48,125 |
RAEL & LETSON1 year Service code 16 · EIN 94-1701048 | Consulting | $38,700 |
LAWTON PRINTING1 year Service code 36 4111 EMISSION AVENUE · SPOKANE, WA 99202 | Copying and duplicating; Direct payme... | $17,755 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,375 | $221,442-69.6% | $92,233-27.0% | $77,958-13.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.44% | 15.65%-0.2pp | 176.28%-160.8pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,863 | $3,226-42.3% | $3,679-49.4% | $2,310-19.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $231 | $210+10.0% | $5,194-95.6% | $97+136.9% |