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 |
|---|---|---|
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N STE 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $15,762 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,641 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,025 |
Filed as: WALTER DORWIN TEAGUE ASSOCIATES INC Service code 99 110 UNION ST STE 500 · SEATTLE, WA 98101 | Other Fees | $402 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,589 | $155,795-41.2% | $136,294-32.8% | $69,631+31.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 21.35% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,871 | $2,991-4.0% | $4,695-38.8% | $2,032+41.3% |
| Participant deferral / active EE | $8,731 | $5,394+61.9% | $6,247+39.8% | $3,224+170.8% |
| Admin fee / account holder | $61 | $128-52.7% | $9,243-99.3% | $110-45.0% |