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 |
|---|---|---|
ATS AUTOMATION1 year Filed as: ATS Service code 99 450 SHATTUCK AVE S · RENTON, WA 98057 | Other Fees | $35,292 |
STEPHEN M KOCH & CO., INC.3+ years Service code 13 5400 CARILLON POINT · KIRKLAND, WA 98033 | Contract Administrator | $32,321 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,456 |
Filed as: MML INVESTORS Service code 55 | Other Commissions | $0 |
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 | $139,467 | $58,726+137.5% | $92,233+51.2% | $62,292+123.9% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 19.08% | 43.62%-24.5pp | 176.28%-157.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $4,227 | $2,392+76.7% | $3,679+14.9% | $2,042+107.0% |
| Participant deferral / active EE | $8,208 | $2,766+196.8% | $3,897+110.6% | $3,169+159.0% |
| Admin fee / account holder | $18 | $556-96.7% | $5,194-99.6% | $479-96.2% |