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: KILEY JUERGENS WEALTH MANAGEMENT, L Service code 27 2413 PACIFIC AVENUE, SE · OLYMPIA, WA 98501 | Advisory (Plan) | $11,212 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,283 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 7350 CIRQUE DRIVE W · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $1,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,206 | $52,953-75.1% | $172,739-92.4% | $65,185-79.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.47% | 30.12%-5.7pp | 802.84%-778.4pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,004 | $2,190-8.5% | $5,143-61.0% | $2,177-7.9% |
| Participant deferral / active EE | $1,891 | $2,471-23.5% | $5,198-63.6% | $3,514-46.2% |
| Admin fee / account holder | $72 | $472-84.7% | $13,954-99.5% | $847-91.5% |