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 |
|---|---|---|
Service code 13 · EIN 91-2090931 5446 SW CALIFORINIA AVENUE · SEATTLE, WA 98136 | Contract Administrator | $11,701 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833 | Advisory (Participants) | $11,626 |
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 | $58,531 | $52,884+10.7% | $84,750-30.9% | $55,167+6.1% |
| Participation rate | 71.2% | 67.5%+3.7pp | 76.6%-5.4pp | 69.0%+2.2pp |
| Annual return | 8.86% | 18.03%-9.2pp | 22.78%-13.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,437 | $2,233+9.1% | $3,574-31.8% | $1,963+24.2% |
| Participant deferral / active EE | $3,860 | $2,644+46.0% | $3,712+4.0% | $3,054+26.4% |
| Admin fee / account holder | $257 | $581-55.7% | $5,332-95.2% | $504-49.0% |