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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 11724 NE 195TH ST, 300 · BOTHELL, WA 980113145 | Contract Administrator | $40,081 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $27,670 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $25,881 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $13,760 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPA'S LLP Service code 10 · EIN 88-4342576 6650 SW REDWOOD LANE,210 · PORTLAND, OR 97224 | Accounting | $12,975 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $5,225 |
SENTINEL REAL ESTATE CORPORATION9+ years Service code 28 · EIN 27-2876245 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,831 | $92,055-75.2% | $106,213-78.5% | $77,643-70.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 8.88% | 17.91%-9.0pp | 116.14%-107.3pp | 31.24%-22.4pp |
| Employer contribution / active EE | $3,025 | $3,367-10.2% | $3,171-4.6% | $2,726+11.0% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $100 | $219-54.3% | $11,033-99.1% | $430-76.7% |