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 8-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: SOVEREIGN WEALTH ADVISORS, INC. Service code 18 777 108TH AVENUE NE · BELLEVUE, WA 98004 | Custodial (other than securities) | $6,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,195 | $54,045+4.0% | $115,157-51.2% | $65,185-13.8% |
| Participation rate | 53.8% | 63.5%-9.7pp | 75.9%-22.1pp | 70.2%-16.4pp |
| Annual return | 23.29% | 26.55%-3.3pp | 35.60%-12.3pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,107 | $1,653-33.0% | $3,179-65.2% | $2,177-49.1% |
| Participant deferral / active EE | $3,466 | $2,504+38.4% | $4,168-16.9% | $3,514-1.4% |
| Admin fee / account holder | $164 | $626-73.8% | $7,088-97.7% | $847-80.7% |