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 9-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 |
|---|---|---|
MILLER NASH GRAHAM & DUNN LLP1+ years Service code 29 3400 U.S. BANCORP TOWER · PORTLAND, OR 97204 | Legal | $15,551 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $15,528 |
ARMANINO LLP1+ years Service code 10 · EIN 94-6214841 | Accounting | $8,575 |
GREATBANC TRUST COMPANY1+ years Service code 21 311 W. MONROE ST., 14 FLOOR · CHICAGO, IL 60606 | Bank Trustee | $8,000 |
BERGER/LEWIS ACCOUNTANCY CORP.1+ years Service code 10 · EIN 94-2763139 | Accounting | $5,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,724 | $60,165-93.8% | $74,183-95.0% | $55,167-93.3% |
| Participation rate | 98.9% | 74.2%+24.7pp | 76.6%+22.3pp | 69.0%+29.9pp |
| Annual return | -7.20% | 10.00%-17.2pp | 17.74%-24.9pp | 169.23%-176.4pp |
| Employer contribution / active EE | $7 | $1,600-99.6% | $2,370-99.7% | $1,963-99.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $73 | $419-82.7% | $5,586-98.7% | $504-85.6% |