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) | $0 |
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 | $61,558 | $59,328+3.8% | $118,925-48.2% | $73,488-16.2% |
| Participation rate | 55.1% | 62.3%-7.2pp | 75.4%-20.2pp | 70.7%-15.5pp |
| Annual return | 17.91% | 19.13%-1.2pp | 35.88%-18.0pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,032 | $1,803-42.8% | $3,263-68.4% | $2,270-54.5% |
| Participant deferral / active EE | $3,455 | $2,604+32.7% | $4,265-19.0% | $3,740-7.6% |
| Admin fee / account holder | $165 | $600-72.4% | $6,581-97.5% | $513-67.8% |