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) | $17,678 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 98501 | Contract Administrator | $3,625 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,755 | $65,061-78.9% | $143,757-90.4% | $66,914-79.4% |
| Participation rate | 57.8% | 65.2%-7.4pp | 80.3%-22.5pp | 69.8%-12.0pp |
| Annual return | -18.21% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,530 | $2,361-35.2% | $4,951-69.1% | $2,544-39.9% |
| Participant deferral / active EE | $1,308 | $2,919-55.2% | $5,637-76.8% | $4,237-69.1% |
| Admin fee / account holder | $66 | $502-86.8% | $14,673-99.5% | $593-88.8% |