See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC2+ years Filed as: BRIGHTON JONES Service code 26 · EIN 91-2007475 2030 1ST AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $15,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,004 | $36,767-45.6% | $81,478-75.4% | $62,292-67.9% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 25.68% | 173.80%-148.1pp | 38.78%-13.1pp | 28.90%-3.2pp |
| Employer contribution / active EE | $3,462 | $1,128+206.9% | $2,568+34.8% | $2,042+69.5% |
| Participant deferral / active EE | $2,964 | $2,111+40.5% | $3,537-16.2% | $3,169-6.5% |
| Admin fee / account holder | $133 | $797-83.3% | $4,561-97.1% | $479-72.2% |