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 10-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 |
|---|---|---|
Service code 27 · EIN 14-1886561 TWO UNION SQUARE · SEATTLE, WA 98101 | Advisory (Plan) | $38,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $122,533 | $99,957+22.6% | $149,696-18.1% | $73,488+66.7% |
| Participation rate | 45.3% | 75.7%-30.4pp | 82.5%-37.2pp | 70.7%-25.4pp |
| Annual return | 12.53% | 53.87%-41.3pp | 276.60%-264.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,222 | $3,191-61.7% | $4,644-73.7% | $2,270-46.2% |
| Participant deferral / active EE | $2,017 | $6,073-66.8% | $6,842-70.5% | $3,740-46.1% |
| Admin fee / account holder | $340 | $551-38.2% | $9,309-96.3% | $513-33.7% |