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 LLC2+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $70,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,621 |
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.)
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 | $56,197 | $75,284-25.4% | $91,001-38.2% | $69,631-19.3% |
| Participation rate | 99.3% | 80.4%+18.9pp | 75.6%+23.7pp | 70.7%+28.6pp |
| Annual return | 16.31% | 48.40%-32.1pp | 4.60%+11.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $72 | $2,473-97.1% | $2,456-97.0% | $2,032-96.4% |
| Participant deferral / active EE | $3,725 | $3,700+0.7% | $3,547+5.0% | $3,224+15.5% |
| Admin fee / account holder | $326 | $111+194.9% | $5,417-94.0% | $110+195.3% |