See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC6 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $72,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,267 |
Filed as: HUNNEX AND SHOEMAKER Service code 16 | Consulting | $4,100 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,124 | $55,416-40.2% | $75,972-56.4% | $77,643-57.3% |
| Participation rate | 92.3% | 63.6%+28.8pp | 69.1%+23.3pp | 70.6%+21.8pp |
| Annual return | 40.27% | 17.07%+23.2pp | 359.55%-319.3pp | 31.24%+9.0pp |
| Employer contribution / active EE | $1,611 | $1,788-9.9% | $2,685-40.0% | $2,726-40.9% |
| Participant deferral / active EE | $5,347 | $3,447+55.1% | $4,255+25.7% | $4,647+15.1% |
| Admin fee / account holder | $146 | $414-64.8% | $6,467-97.7% | $430-66.2% |