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) | $66,187 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,535 |
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 | $48,748 | $64,768-24.7% | $76,190-36.0% | $77,643-37.2% |
| Participation rate | 92.0% | 72.6%+19.3pp | 79.3%+12.7pp | 70.6%+21.4pp |
| Annual return | 13.99% | 13.90%+0.1pp | 13.78%+0.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,061 | $2,747+11.4% | $4,578-33.2% | $2,726+12.3% |
| Participant deferral / active EE | $3,584 | $3,709-3.4% | $5,474-34.5% | $4,647-22.9% |
| Admin fee / account holder | $128 | $1,025-87.5% | $5,123-97.5% | $430-70.2% |