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) | $18,210 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 98501 | Contract Administrator | $3,750 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,277 | $61,272-73.4% | $149,673-89.1% | $71,457-77.2% |
| Participation rate | 63.1% | 62.5%+0.6pp | 78.8%-15.6pp | 67.9%-4.8pp |
| Annual return | 20.71% | 35.85%-15.1pp | 134.42%-113.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,588 | $2,378-33.2% | $4,818-67.0% | $2,588-38.6% |
| Participant deferral / active EE | $1,306 | $2,917-55.2% | $5,680-77.0% | $4,289-69.6% |
| Admin fee / account holder | $65 | $1,261-94.8% | $13,210-99.5% | $1,587-95.9% |