See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC4 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $28,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,470 | $80,724-31.3% | $103,333-46.3% | $74,495-25.5% |
| Participation rate | 47.9% | 65.7%-17.7pp | 74.5%-26.6pp | 67.2%-19.3pp |
| Annual return | 12.82% | 27.56%-14.7pp | 24.88%-12.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $954 | $3,157-69.8% | $3,868-75.3% | $2,623-63.6% |
| Participant deferral / active EE | $3,986 | $3,860+3.3% | $5,057-21.2% | $4,346-8.3% |
| Admin fee / account holder | $297 | $2,368-87.5% | $8,355-96.4% | $1,942-84.7% |