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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,642 | $72,994-40.2% | $120,354-63.7% | $77,643-43.8% |
| Participation rate | 50.5% | 55.2%-4.8pp | 71.9%-21.4pp | 70.6%-20.1pp |
| Annual return | 18.34% | 18.23%+0.1pp | 107.15%-88.8pp | 31.24%-12.9pp |
| Employer contribution / active EE | $973 | $1,793-45.7% | $3,463-71.9% | $2,726-64.3% |
| Participant deferral / active EE | $1,236 | $3,011-58.9% | $4,991-75.2% | $4,647-73.4% |
| Admin fee / account holder | $12 | $658-98.2% | $9,423-99.9% | $430-97.2% |