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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.
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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 LLC4 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $50,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,621 | $44,764+35.4% | $68,791-11.9% | $64,808-6.5% |
| Participation rate | 57.7% | 64.8%-7.0pp | 69.0%-11.3pp | 71.5%-13.7pp |
| Annual return | -9.22% | -10.91%+1.7pp | -6.38%-2.8pp | 32.82%-42.0pp |
| Employer contribution / active EE | $1,375 | $1,775-22.6% | $2,655-48.2% | $2,506-45.1% |
| Participant deferral / active EE | $4,506 | $3,238+39.2% | $3,941+14.3% | $4,310+4.5% |
| Admin fee / account holder | $0 | $151-100.0% | $4,932-100.0% | $188-100.0% |