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: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2413 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $27,735 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,664 |
PROFESSIONAL BENEFIT SERVICES6+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $11,664 |
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 | $26,358 | $52,293-49.6% | $178,490-85.2% | $73,409-64.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 15.68% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $3,267 | $1,735+88.3% | $5,011-34.8% | $2,234+46.3% |
| Participant deferral / active EE | $3,219 | $2,332+38.0% | $5,202-38.1% | $3,805-15.4% |
| Admin fee / account holder | $180 | $127+41.3% | $13,984-98.7% | $158+14.0% |