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 |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $20,347 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $9,500 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,488 | $51,466-81.6% | $78,778-88.0% | $62,292-84.8% |
| Participation rate | 93.0% | 59.8%+33.2pp | 69.2%+23.8pp | 69.5%+23.5pp |
| Annual return | 1.16% | 19.96%-18.8pp | 35.62%-34.5pp | 28.90%-27.7pp |
| Employer contribution / active EE | $1,237 | $827+49.5% | $1,986-37.7% | $2,042-39.4% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $274 | $489-44.1% | $5,134-94.7% | $479-42.9% |