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 7-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 |
|---|---|---|
BRIGHTON JONES LLC4 years Service code 26 · EIN 91-2007475 | Advisory (Participants) | $155,917 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $41,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,293 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,429 | $122,186-43.2% | $146,958-52.8% | $199,593-65.2% |
| Participation rate | 96.6% | 78.3%+18.3pp | 82.2%+14.4pp | 72.0%+24.6pp |
| Annual return | 32.54% | 30.56%+2.0pp | 418.34%-385.8pp | 34.25%-1.7pp |
| Employer contribution / active EE | $5,614 | $4,093+37.2% | $4,933+13.8% | $3,034+85.0% |
| Participant deferral / active EE | $15,915 | $8,502+87.2% | $8,070+97.2% | $5,087+212.9% |
| Admin fee / account holder | $140 | $179-21.8% | $12,998-98.9% | $269-48.0% |