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) | $21,824 |
Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $19,434 |
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 | $35,681 | $49,138-27.4% | $84,015-57.5% | $65,185-45.3% |
| Participation rate | 70.3% | 60.7%+9.5pp | 69.0%+1.3pp | 70.2%+0.1pp |
| Annual return | 24.76% | 23.00%+1.8pp | 71.31%-46.5pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,806 | $914+97.7% | $1,983-8.9% | $2,177-17.0% |
| Participant deferral / active EE | $3,168 | $2,397+32.2% | $3,239-2.2% | $3,514-9.8% |
| Admin fee / account holder | $244 | $543-55.1% | $6,101-96.0% | $847-71.2% |