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 9-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 |
|---|---|---|
BRIGHTON JONES LLC1+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $80,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,146 | $74,024+27.2% | $77,999+20.7% | $57,658+63.3% |
| Participation rate | 55.5% | 79.7%-24.2pp | 75.5%-20.0pp | 70.2%-14.7pp |
| Annual return | 70.01% | 12.14%+57.9pp | 425.96%-356.0pp | 5.13%+64.9pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,065 | $3,533-13.2% | $3,497-12.4% | $3,061+0.1% |
| Admin fee / account holder | $586 | $93+528.7% | $5,480-89.3% | $95+519.9% |