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 | $19,845 |
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 | $76,016 | $63,114+20.4% | $92,893-18.2% | $65,185+16.6% |
| Participation rate | 99.6% | 68.8%+30.8pp | 76.0%+23.6pp | 70.2%+29.4pp |
| Annual return | 24.15% | 28.75%-4.6pp | 109.41%-85.3pp | 29.38%-5.2pp |
| Employer contribution / active EE | $4,447 | $2,571+73.0% | $3,653+21.8% | $2,177+104.3% |
| Participant deferral / active EE | $6,722 | $3,108+116.3% | $4,236+58.7% | $3,514+91.3% |
| Admin fee / account holder | $82 | $624-86.8% | $5,794-98.6% | $847-90.3% |