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) | $25,347 |
Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $24,117 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,621 | $54,573-20.1% | $90,951-52.0% | $73,488-40.6% |
| Participation rate | 75.6% | 61.2%+14.4pp | 69.0%+6.6pp | 70.7%+4.9pp |
| Annual return | 18.64% | 16.69%+1.9pp | 134.60%-116.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $737 | $991-25.6% | $2,122-65.3% | $2,270-67.5% |
| Participant deferral / active EE | $3,961 | $2,517+57.4% | $3,373+17.4% | $3,740+5.9% |
| Admin fee / account holder | $290 | $521-44.4% | $5,959-95.1% | $513-43.5% |