See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: 180 WEALTH ADVISOR Service code 27 32125 32ND AVENUE SOUTH · FEDERAL WAY, WA 98001 | Advisory (Plan) | $56,780 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,900 |
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 | $44,560 | $47,746-6.7% | $70,164-36.5% | $74,419-40.1% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.8%+13.0pp | 70.7%+21.1pp |
| Annual return | 17.01% | 18.37%-1.4pp | 18.87%-1.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,630 | $2,297+14.5% | $4,287-38.7% | $2,637-0.3% |
| Participant deferral / active EE | $3,254 | $3,187+2.1% | $5,395-39.7% | $4,528-28.1% |
| Admin fee / account holder | $113 | $567-80.0% | $4,561-97.5% | $348-67.4% |