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) | $1,867,029 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $566,750 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $2,750 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 7350 CIRQUE DRIVE W · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,021 | $61,156-72.2% | $185,823-90.8% | $79,386-78.6% |
| Participation rate | 83.7% | 66.6%+17.1pp | 81.7%+2.0pp | 70.7%+13.0pp |
| Annual return | 17.42% | 19.45%-2.0pp | 122.05%-104.6pp | 116.85%-99.4pp |
| Employer contribution / active EE | $2,179 | $2,321-6.1% | $5,167-57.8% | $2,427-10.3% |
| Participant deferral / active EE | $1,702 | $2,789-39.0% | $5,568-69.4% | $4,046-57.9% |
| Admin fee / account holder | $85 | $710-88.0% | $16,237-99.5% | $626-86.4% |