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 LLP4+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $13,772 |
EDWARD JONES1 year Service code 28 P.O. BOX 66906 · SAINT LOUIS, MO 631666906 | Investment Management | $13,335 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $8,705 | $42,548-79.5% | $74,550-88.3% | $56,287-84.5% |
| Participation rate | 91.9% | 60.5%+31.4pp | 69.1%+22.7pp | 69.9%+22.0pp |
| Annual return | -7.34% | 12.40%-19.7pp | 32.53%-39.9pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,693 | $855+98.0% | $1,961-13.7% | $2,111-19.8% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $316 | $467-32.3% | $5,060-93.7% | $521-39.3% |