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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $31,293 |
TRAUTMANN MAHER & ASSOCIATES3+ years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $19,461 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,819 | $55,453-21.0% | $170,442-74.3% | $62,292-29.7% |
| Participation rate | 91.8% | 66.4%+25.4pp | 83.6%+8.2pp | 69.5%+22.3pp |
| Annual return | 13.79% | 21.38%-7.6pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,199 | $2,303+82.4% | $4,939-15.0% | $3,169+32.5% |
| Admin fee / account holder | $277 | $455-39.0% | $13,880-98.0% | $479-42.1% |