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 LLC3+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $72,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,979 |
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 | $48,261 | $65,223-26.0% | $80,019-39.7% | $55,725-13.4% |
| Participation rate | 94.1% | 80.6%+13.5pp | 75.8%+18.2pp | 70.9%+23.2pp |
| Annual return | -2.94% | 7.59%-10.5pp | 11.22%-14.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,899 | $3,881+0.5% | $3,686+5.8% | $3,356+16.2% |
| Admin fee / account holder | $308 | $114+170.0% | $6,521-95.3% | $115+167.8% |