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 |
|---|---|---|
Service code 13 1440 N 16TH AVE · YAKIMA, WA 98902 | Contract Administrator | $21,920 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,164 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,606 | $58,101-19.8% | $118,925-60.8% | $73,409-36.5% |
| Participation rate | 22.7% | 56.1%-33.4pp | 75.4%-52.6pp | 72.2%-49.4pp |
| Annual return | 9.72% | 20.56%-10.8pp | 35.88%-26.2pp | 59.29%-49.6pp |
| Employer contribution / active EE | $473 | $1,445-67.2% | $3,263-85.5% | $2,234-78.8% |
| Participant deferral / active EE | $896 | $2,400-62.7% | $4,265-79.0% | $3,805-76.4% |
| Admin fee / account holder | $244 | $138+77.0% | $6,581-96.3% | $158+54.8% |