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 |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 | Bank Trustee | $106,737 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 21 · EIN 59-1237041 | Bank Trustee | $71,556 |
BRIGHTON JONES LLC1 year Filed as: BRIGHTON JONES Service code 21 · EIN 91-2007475 | Bank Trustee | $14,333 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,244 | $74,462-37.9% | $81,983-43.6% | $90,288-48.8% |
| Participation rate | 72.5% | 69.7%+2.8pp | 69.2%+3.3pp | 73.4%-0.8pp |
| Annual return | 13.54% | 17.56%-4.0pp | 41.31%-27.8pp | 53.97%-40.4pp |
| Employer contribution / active EE | $1,086 | $2,334-53.5% | $2,498-56.5% | $2,524-57.0% |
| Participant deferral / active EE | $3,282 | $3,602-8.9% | $3,722-11.8% | $4,232-22.4% |
| Admin fee / account holder | $173 | $98+76.4% | $5,664-96.9% | $114+51.5% |