Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,849 | $84,784-18.8% | $98,462-30.1% | $74,473-7.6% |
| Participation rate | 95.4% | 81.5%+13.8pp | 75.2%+20.2pp | 70.7%+24.6pp |
| Annual return | 37.26% | 20.59%+16.7pp | 21.17%+16.1pp | 34.36%+2.9pp |
| Employer contribution / active EE | $1,309 | $3,364-61.1% | $3,049-57.1% | $2,638-50.4% |
| Participant deferral / active EE | $6,054 | $5,218+16.0% | $4,738+27.8% | $4,530+33.6% |
| Admin fee / account holder | $226 | $204+10.6% | $8,875-97.5% | $347-34.9% |