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 |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 14 · EIN 91-1363171 2815 2ND AVENUE 300 · SEATTLE, WA 98121 | Plan Administrator | $143,726 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $22,485 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 17 · EIN 04-2927339 6332 SOUTH RAINBOW BLVD. · LAS VEGAS, NV 89118 | Pension Consulting | $18,438 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $11,067 |
BJORKLUND & MONTPLAISIR5+ years Service code 10 · EIN 91-1015766 9020 SW WASHINGTN SQ 460 · PORTLAND, OR 972234433 | Accounting | $10,100 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVE. 3700 · PORTLAND, OR 972043654 | Actuarial | $4,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,411 | $66,051-54.0% | $92,893-67.3% | $77,787-60.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 19.64% | 20.69%-1.1pp | 109.41%-89.8pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,218 | $3,426-64.4% | $3,653-66.6% | $2,504-51.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $57 | $148-61.1% | $5,794-99.0% | $100-42.5% |