See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KILEY JUERGENS WEALTH MANAGEMENT, L Service code 27 2413 PACIFIC AVENUE, SE · OLYMPIA, WA 98501 | Advisory (Plan) | $23,373 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 98501 | Contract Administrator | $3,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,856 | $55,415-67.8% | $155,509-88.5% | $74,495-76.0% |
| Participation rate | 78.3% | 61.9%+16.4pp | 78.2%+0.2pp | 67.2%+11.1pp |
| Annual return | 16.37% | 268.50%-252.1pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,789 | $2,267-21.1% | $4,672-61.7% | $2,623-31.8% |
| Participant deferral / active EE | $1,834 | $2,836-35.3% | $5,626-67.4% | $4,346-57.8% |
| Admin fee / account holder | $75 | $1,738-95.7% | $15,912-99.5% | $1,942-96.1% |