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 LLC7+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $76,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,126 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,248 | $81,908-19.1% | $90,749-27.0% | $64,808+2.2% |
| Participation rate | 95.6% | 80.5%+15.2pp | 75.7%+19.9pp | 71.5%+24.2pp |
| Annual return | 20.25% | -12.53%+32.8pp | -12.16%+32.4pp | 32.82%-12.6pp |
| Employer contribution / active EE | $647 | $3,065-78.9% | $2,921-77.8% | $2,506-74.2% |
| Participant deferral / active EE | $5,754 | $4,840+18.9% | $4,564+26.1% | $4,310+33.5% |
| Admin fee / account holder | $265 | $157+68.4% | $8,445-96.9% | $188+41.0% |