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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,492 |
BRIGHTON JONES LLC9+ years Filed as: BRIGHTON JONES Service code 27 · EIN 91-2007475 | Advisory (Plan) | $61,520 |
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 | $74,664 | $92,055-18.9% | $106,213-29.7% | $77,643-3.8% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.6pp | 70.6%+24.3pp |
| Annual return | 12.99% | 17.91%-4.9pp | 116.14%-103.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,453 | $3,367-56.8% | $3,171-54.2% | $2,726-46.7% |
| Participant deferral / active EE | $6,259 | $5,386+16.2% | $5,016+24.8% | $4,647+34.7% |
| Admin fee / account holder | $227 | $219+3.8% | $11,033-97.9% | $430-47.2% |