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 9-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: RAYMOND JAMES Service code 27 · EIN 59-1237041 318 NW CHEHALIS AVE · CHEHALIS, WA 98532 | Advisory (Plan) | $20,352 |
Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $18,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,987 | $42,548-29.5% | $74,550-59.8% | $56,287-46.7% |
| Participation rate | 62.4% | 60.5%+2.0pp | 69.1%-6.7pp | 69.9%-7.4pp |
| Annual return | 71.84% | 12.40%+59.4pp | 32.53%+39.3pp | -9.96%+81.8pp |
| Employer contribution / active EE | $1,684 | $855+97.0% | $1,961-14.1% | $2,111-20.2% |
| Participant deferral / active EE | $1,708 | $2,277-25.0% | $3,108-45.1% | $3,350-49.0% |
| Admin fee / account holder | $154 | $467-67.1% | $5,060-97.0% | $521-70.5% |