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 LLP5+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $16,128 |
EDWARD JONES2 years Service code 28 P.O. BOX 66906 · SAINT LOUIS, MO 631666906 | Investment Management | $12,863 |
MOSS ADAMS LLP5+ 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.)
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 | $11,026 | $49,138-77.6% | $84,015-86.9% | $65,185-83.1% |
| Participation rate | 91.5% | 60.7%+30.7pp | 69.0%+22.4pp | 70.2%+21.3pp |
| Annual return | 11.28% | 23.00%-11.7pp | 71.31%-60.0pp | 29.38%-18.1pp |
| Employer contribution / active EE | $2,492 | $914+172.7% | $1,983+25.6% | $2,177+14.5% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $316 | $543-41.9% | $6,101-94.8% | $847-62.7% |