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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC8+ years Filed as: EB MANAGEMENT COMPANY Service code 14 · EIN 91-1999591 PO BOX 550 · SEATTLE, WA 981110550 | Plan Administrator | $336,237 |
SCOTT CAPITAL ADVISORS3 years Filed as: SCOTT CAPITAL ADVISORS, LLC Service code 26 · EIN 84-4636104 707 SW WASHINGTON STREET SUITE 810 · PORTLAND, OR 97205 | Advisory (Participants) | $50,000 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 10700 NORTHRUP WAY, SUITE 200 · BELLEVUE, WA 98004 | Accounting | $30,419 |
Service code 29 · EIN 91-1321138 3213 W WHEELER STREET, #307 · SEATTLE, WA 98199 | Legal | $22,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,160 | $130,141-76.1% | $86,677-64.1% | $77,904-60.0% |
| Participation rate | 65.2% | 85.9%-20.8pp | 76.6%-11.4pp | 73.7%-8.5pp |
| Annual return | -17.04% | -12.75%-4.3pp | 35.91%-52.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,125 | $3,220-65.1% | $2,836-60.3% | $2,848-60.5% |
| Participant deferral / active EE | $1,791 | $5,757-68.9% | $4,656-61.5% | $4,806-62.7% |
| Admin fee / account holder | $190 | $132+44.6% | $7,493-97.5% | $133+43.7% |