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 |
|---|---|---|
OSAGE PACIFIC ADVISORS2 years Service code 28 · EIN 33-0069374 9206 NE JUANITA DR · KIRKLAND, WA 98034 | Investment Management | $14,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,114 | $55,449-56.5% | $83,848-71.2% | $56,287-57.2% |
| Participation rate | 52.4% | 68.0%-15.6pp | 76.1%-23.7pp | 69.9%-17.4pp |
| Annual return | -1.78% | -1.38%-0.4pp | 850.88%-852.7pp | -9.96%+8.2pp |
| Employer contribution / active EE | $2,227 | $2,430-8.4% | $3,631-38.7% | $2,111+5.5% |
| Participant deferral / active EE | $4,270 | $2,935+45.5% | $4,082+4.6% | $3,350+27.5% |
| Admin fee / account holder | $147 | $656-77.6% | $5,478-97.3% | $521-71.8% |