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 |
|---|---|---|
NUVEEN10+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $980,462 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $592,634 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $439,962 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 45-0250958 | Investment Management | $326,338 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $264,219 |
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $207,386 |
KRAW LAW GROUP1 year Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 77-0171216 | Legal | $74,532 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $74,355 |
MATRIX TRUST COMPANY2 years Filed as: BROADRIDGE MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $63,522 |
SUZANNE NEEDHAM4 years Service code 30 1731 TECHNOLOGY DRIVE, SUITE 570 · SAN JOSE, CA 95110 | Direct payment from the plan; Employe... | $52,474 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,529 | $241,101-4.4% | $103,333+123.1% | $199,593+15.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.48% | 17.80%-6.3pp | 24.88%-13.4pp | 34.25%-22.8pp |
| Employer contribution / active EE | $13,772 | $4,244+224.5% | $3,868+256.1% | $3,034+353.9% |
| Participant deferral / active EE | $6,049 | $3,958+52.8% | $5,057+19.6% | $5,087+18.9% |
| Admin fee / account holder | $945 | $288+228.6% | $8,355-88.7% | $269+251.6% |