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: FLEX PLAN RETIREMENT SERVICES Service code 13 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Contract Administrator | $6,018 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL SERVICES Service code 55 400 112TH AVE NE · BELLEVUE, WA 98004 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,332 | $38,969-17.0% | $109,313-70.4% | $55,167-41.4% |
| Participation rate | 95.0% | 58.2%+36.8pp | 71.3%+23.8pp | 69.0%+26.1pp |
| Annual return | 12.07% | 8.26%+3.8pp | 22.07%-10.0pp | 169.23%-157.2pp |
| Employer contribution / active EE | $2,328 | $1,227+89.8% | $3,892-40.2% | $1,963+18.6% |
| Participant deferral / active EE | $4,335 | $2,176+99.3% | $3,166+36.9% | $3,054+41.9% |
| Admin fee / account holder | $42 | $501-91.5% | $5,666-99.3% | $504-91.6% |