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.
Participant contribution per participant 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 | $42,157 | $62,581-32.6% | $124,672-66.2% | $86,799-51.4% |
| Participation rate | 48.0% | 56.9%-8.8pp | 74.6%-26.6pp | 72.3%-24.3pp |
| Annual return | 22.92% | 26.67%-3.8pp | 5142.93%-5120.0pp | 97.91%-75.0pp |
| Employer contribution / active EE | $1,082 | $1,604-32.5% | $3,324-67.4% | $2,405-55.0% |
| Participant deferral / active EE | $834 | $2,725-69.4% | $4,614-81.9% | $4,131-79.8% |
| Admin fee / account holder | $12 | $170-92.9% | $7,493-99.8% | $170-92.9% |