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 | $196,224 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $18,208 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $17,341 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 17 · EIN 04-2927339 6332 SOUTH RAINBOW BLVD. · LAS VEGAS, NV 89118 | Pension Consulting | $16,025 |
Service code 10 · EIN 93-0634959 P.O. BOX 34203 · SEATTLE, WA 98124 | Accounting | $11,442 |
BJORKLUND & MONTPLAISIR8+ years Service code 10 · EIN 91-1015766 10300 SW GREENBURG RD. ST · PORTLAND, OR 972234433 | Accounting | $10,300 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVE. 3700 · PORTLAND, OR 972043654 | Actuarial | $4,982 |
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 | $26,018 | $76,774-66.1% | $112,228-76.8% | $77,904-66.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -17.53% | -10.25%-7.3pp | 27.45%-45.0pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,473 | $3,977-63.0% | $3,635-59.5% | $2,848-48.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $66 | $239-72.4% | $6,410-99.0% | $133-50.3% |