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 | $38,875 | $216,711-82.1% | $136,749-71.6% | $85,563-54.6% |
| Participation rate | 37.2% | 51.7%-14.5pp | 72.1%-34.9pp | 66.0%-28.8pp |
| Annual return | 13.08% | 15.26%-2.2pp | 24.33%-11.2pp | 31.51%-18.4pp |
| Employer contribution / active EE | $693 | $1,660-58.2% | $3,400-79.6% | $2,654-73.9% |
| Participant deferral / active EE | $856 | $2,635-67.5% | $4,692-81.8% | $4,375-80.4% |
| Admin fee / account holder | $12 | $1,223-99.0% | $11,386-99.9% | $834-98.6% |