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 8-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 |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.6+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $600,300 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $202,016 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $78,481 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $44,586 |
BEESON, TAYER & BODINE6+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 | Legal | $38,154 |
LATHROP GPM1 year Filed as: LATHROP GAGE LLP Service code 29 · EIN 43-0948710 | Legal | $34,825 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $30,175 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $27,200 |
US BANK6+ years Filed as: UNION BANK OF CALIFORNIA Service code 50 · EIN 94-0304228 | Direct Payment | $19,266 |
SOFT CHOICE CORPORATION1 year Service code 11 · EIN 13-3827773 | Actuarial | $11,760 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 38.91% | 13.51%+25.4pp | 14.84%+24.1pp | 13.51%+25.4pp |
| Employer contribution / active EE | $231 | $8,170-97.2% | $37,950-99.4% | $8,170-97.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $127-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |