See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $31,497 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $25,728 |
NEWPORT GROUP, INC.9 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,320 | $50,815-30.5% | $155,509-77.3% | $77,643-54.5% |
| Participation rate | 53.0% | 63.1%-10.1pp | 78.2%-25.2pp | 70.6%-17.5pp |
| Annual return | 14.06% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,522 | $1,993-23.6% | $4,672-67.4% | $2,726-44.2% |
| Participant deferral / active EE | $1,745 | $2,822-38.2% | $5,626-69.0% | $4,647-62.5% |
| Admin fee / account holder | $27 | $437-93.7% | $15,912-99.8% | $430-93.6% |