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.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $12,847 |
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 | $92,153 | $58,726+56.9% | $92,233-0.1% | $62,292+47.9% |
| Participation rate | 98.1% | 68.3%+29.7pp | 76.5%+21.6pp | 69.5%+28.6pp |
| Annual return | 19.57% | 43.62%-24.0pp | 176.28%-156.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $5,324 | $2,392+122.6% | $3,679+44.7% | $2,042+160.7% |
| Participant deferral / active EE | $6,881 | $2,766+148.8% | $3,897+76.6% | $3,169+117.1% |
| Admin fee / account holder | $92 | $556-83.5% | $5,194-98.2% | $479-80.9% |