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 10-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 |
|---|---|---|
BINGHTON JONES, LLC1 year Service code 27 2030 1ST AVE 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $21,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,962 | $64,707-44.4% | $112,228-68.0% | $68,494-47.5% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -16.63% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,110 | $3,565+43.3% | $4,728+8.1% | $4,027+26.9% |
| Admin fee / account holder | $249 | $5,232-95.2% | $6,410-96.1% | $5,403-95.4% |