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 |
|---|---|---|
BRIGHTON JONES LLC7 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $50,997 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,118 | $101,499-42.7% | $147,005-60.5% | $74,546-22.0% |
| Participation rate | 57.6% | 75.5%-18.0pp | 82.2%-24.6pp | 67.2%-9.6pp |
| Annual return | 13.43% | 8732.34%-8718.9pp | 418.76%-405.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,819 | $7,304+20.7% | $8,070+9.3% | $4,347+102.9% |
| Admin fee / account holder | $453 | $1,748-74.1% | $13,006-96.5% | $1,944-76.7% |