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 |
|---|---|---|
Filed as: MICHAEL GRIMME Service code 27 500 108TH AVE NE #1100 · BELLEVUE, WA 98004 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,546 | $124,414-65.8% | $115,157-63.1% | $67,579-37.0% |
| Participation rate | 62.8% | 58.1%+4.7pp | 75.9%-13.1pp | 71.3%-8.5pp |
| Annual return | 1.77% | 29.40%-27.6pp | 35.60%-33.8pp | 378.56%-376.8pp |
| Employer contribution / active EE | $1,097 | $1,454-24.6% | $3,179-65.5% | $2,148-48.9% |
| Participant deferral / active EE | $1,513 | $2,331-35.1% | $4,168-63.7% | $3,539-57.2% |
| Admin fee / account holder | $0 | $361-100.0% | $7,088-100.0% | $142-100.0% |