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 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $17,122 |
LUCID ADVISORS, INC.3 years Service code 26 · EIN 91-2050140 2101 4TH AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $15,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,076 | $58,879-30.2% | $178,490-77.0% | $73,488-44.1% |
| Participation rate | 40.1% | 66.2%-26.1pp | 81.9%-41.8pp | 70.7%-30.6pp |
| Annual return | 19.62% | 24.86%-5.2pp | 151.07%-131.4pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,165 | $2,236-47.9% | $5,011-76.8% | $2,270-48.7% |
| Participant deferral / active EE | $1,254 | $2,567-51.1% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $299 | $400-25.3% | $13,984-97.9% | $513-41.7% |