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 LLC8+ years Filed as: BRIGHTON JONES Service code 27 · EIN 91-2007475 | Advisory (Plan) | $69,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,784 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,849 | $84,784-18.8% | $98,439-30.1% | $74,419-7.5% |
| Participation rate | 95.4% | 81.5%+13.8pp | 75.2%+20.2pp | 70.7%+24.6pp |
| Annual return | 37.26% | 20.59%+16.7pp | 21.16%+16.1pp | 34.38%+2.9pp |
| Employer contribution / active EE | $1,309 | $3,364-61.1% | $3,048-57.1% | $2,637-50.4% |
| Participant deferral / active EE | $6,054 | $5,218+16.0% | $4,738+27.8% | $4,528+33.7% |
| Admin fee / account holder | $226 | $204+10.6% | $8,948-97.5% | $348-35.0% |