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 4-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 |
|---|---|---|
LEADING RETIREMENT SOLUTIONS2 years Service code 64 · EIN 45-1200308 2226 EASTLAKE AVENUE E #88 · SEATTLE, WA 98102 | Recordkeeping Fees | $34,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,605 | $68,547-87.4% | $120,354-92.9% | $80,856-89.4% |
| Participation rate | 94.7% | 61.6%+33.1pp | 71.9%+22.8pp | 67.6%+27.1pp |
| Annual return | 11.50% | 23.60%-12.1pp | 107.15%-95.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,286 | $2,051-37.3% | $3,463-62.9% | $2,755-53.3% |
| Participant deferral / active EE | $2,276 | $3,173-28.3% | $4,991-54.4% | $4,296-47.0% |
| Admin fee / account holder | $340 | $5,732-94.1% | $9,423-96.4% | $6,918-95.1% |