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 AUTOMATION5+ years Service code 99 450 SHATTUCK AVE S · RENTON, WA 98057 | Other Fees | $83,028 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,625 |
STEPHEN M KOCH & CO., INC.5+ years Service code 13 5400 CARILLON POINT · KIRKLAND, WA 98033 | Contract Administrator | $3,012 |
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 | $138,133 | $63,114+118.9% | $92,893+48.7% | $65,185+111.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 24.39% | 28.75%-4.4pp | 109.41%-85.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $4,385 | $2,571+70.6% | $3,653+20.0% | $2,177+101.5% |
| Participant deferral / active EE | $8,485 | $3,108+173.0% | $4,236+100.3% | $3,514+141.5% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |