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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,837 | $58,101-28.0% | $118,925-64.8% | $73,409-43.0% |
| Participation rate | 53.9% | 56.1%-2.2pp | 75.4%-21.5pp | 72.2%-18.2pp |
| Annual return | 7.69% | 20.56%-12.9pp | 35.88%-28.2pp | 59.29%-51.6pp |
| Employer contribution / active EE | $946 | $1,445-34.6% | $3,263-71.0% | $2,234-57.7% |
| Participant deferral / active EE | $1,237 | $2,400-48.4% | $4,265-71.0% | $3,805-67.5% |
| Admin fee / account holder | $15 | $138-89.2% | $6,581-99.8% | $158-90.5% |