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 |
|---|---|---|
SCS1 year Service code 26 · EIN 04-3046611 10900 NE 8TH SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Participants) | $24,694 |
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 | $86,756 | $65,557+32.3% | $64,056+35.4% | $71,457+21.4% |
| Participation rate | 60.4% | 73.2%-12.7pp | 72.3%-11.9pp | 67.9%-7.5pp |
| Annual return | 19.77% | 18.94%+0.8pp | 33.69%-13.9pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,667 | $2,669-37.6% | $2,747-39.3% | $2,588-35.6% |
| Participant deferral / active EE | $6,429 | $3,626+77.3% | $3,880+65.7% | $4,289+49.9% |
| Admin fee / account holder | $170 | $616-72.4% | $3,068-94.5% | $1,587-89.3% |