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 |
|---|---|---|
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 15 · EIN 94-2614826 | Recordkeeping | $124,128 |
UA LOCAL 3431+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $37,855 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $31,388 |
KRAW LAW GROUP1+ years Filed as: KRAW AND KRAW LAW GROUP APC Service code 29 · EIN 32-0465891 | Legal | $28,156 |
VERUS1+ years Service code 27 999 THIRD AVE., SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $10,000 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE Service code 24 · EIN 75-3182674 | Discretionary Trustee | $8,459 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,795 | $55,516-55.3% | $75,781-67.3% | $59,188-58.1% |
| Participation rate | 99.9% | 73.6%+26.3pp | 75.8%+24.1pp | 69.4%+30.5pp |
| Annual return | -1.27% | -1.89%+0.6pp | 9.68%-11.0pp | 5.51%-6.8pp |
| Employer contribution / active EE | $1,101 | $2,604-57.7% | $3,323-66.9% | $2,098-47.5% |
| Participant deferral / active EE | $367 | $2,599-85.9% | $3,651-89.9% | $3,265-88.8% |
| Admin fee / account holder | $178 | $110+62.0% | $5,299-96.6% | $92+93.2% |