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 |
|---|---|---|
BRIGHTON JONES LLC9+ years Filed as: BRIGHTON JONES Service code 26 · EIN 91-2007475 2030 1ST AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $40,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,448 | $44,984-5.6% | $85,009-50.1% | $74,546-43.1% |
| Participation rate | 98.9% | 49.4%+49.5pp | 67.5%+31.4pp | 67.2%+31.7pp |
| Annual return | 11.70% | 26.25%-14.6pp | 66.47%-54.8pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $4,114 | $1,458+182.2% | $2,728+50.8% | $2,624+56.8% |
| Participant deferral / active EE | $4,102 | $2,733+50.1% | $4,522-9.3% | $4,347-5.7% |
| Admin fee / account holder | $195 | $2,208-91.2% | $6,153-96.8% | $1,944-90.0% |