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 LLC2 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $98,498 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,056 | $82,202-61.0% | $125,339-74.4% | $64,808-50.5% |
| Participation rate | 99.4% | 77.9%+21.5pp | 82.4%+17.0pp | 71.5%+27.9pp |
| Annual return | -6.04% | 3.48%-9.5pp | 572.05%-578.1pp | 32.82%-38.9pp |
| Employer contribution / active EE | $4,363 | $3,615+20.7% | $4,814-9.4% | $2,506+74.1% |
| Participant deferral / active EE | $11,157 | $7,175+55.5% | $7,446+49.8% | $4,310+158.8% |
| Admin fee / account holder | $115 | $163-29.6% | $10,010-98.9% | $188-38.8% |