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: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2409 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $40,241 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,295 |
PROFESSIONAL BENEFIT SERVICES10+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $22,195 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,971 | $50,815-37.1% | $155,509-79.4% | $77,643-58.8% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.8pp |
| Annual return | 12.24% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,989 | $1,993+100.2% | $4,672-14.6% | $2,726+46.3% |
| Participant deferral / active EE | $4,630 | $2,822+64.1% | $5,626-17.7% | $4,647-0.4% |
| Admin fee / account holder | $200 | $437-54.1% | $15,912-98.7% | $430-53.5% |