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 10-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 26 · EIN 82-0579238 1000 SECOND AVENUE, SUITE 1440 · SEATTLE, WA 98104 | Advisory (Participants) | $41,178 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Recordkeeping and... | $20,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,204 | $55,415+19.5% | $155,509-57.4% | $74,495-11.1% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.2pp | 67.2%-21.2pp |
| Annual return | 11.20% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,161 | $2,267+39.4% | $4,672-32.3% | $2,623+20.5% |
| Participant deferral / active EE | $960 | $2,836-66.1% | $5,626-82.9% | $4,346-77.9% |
| Admin fee / account holder | $484 | $1,738-72.2% | $15,912-97.0% | $1,942-75.1% |