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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $24,828 |
ARMANINO LLP2+ years Service code 10 · EIN 94-6214841 | Accounting | $12,051 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $8,254 |
MILLER NASH GRAHAM & DUNN LLP2+ years Service code 29 3400 U.S. BANCORP TOWER · PORTLAND, OR 97204 | Legal | $5,035 |
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 | $3,013 | $64,909-95.4% | $82,313-96.3% | $62,292-95.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -18.52% | 21.18%-39.7pp | 25.88%-44.4pp | 28.90%-47.4pp |
| Employer contribution / active EE | $546 | $1,676-67.4% | $2,428-77.5% | $2,042-73.3% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $78 | $440-82.2% | $5,608-98.6% | $479-83.7% |