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 |
|---|---|---|
LUCID ADVISORS, INC.5 years Service code 26 · EIN 91-2050140 2101 4TH AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $19,018 |
Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $17,812 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,525 | $65,061-36.2% | $143,757-71.1% | $66,914-37.9% |
| Participation rate | 41.1% | 65.2%-24.1pp | 80.3%-39.2pp | 69.8%-28.7pp |
| Annual return | -17.98% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,510 | $2,361-36.0% | $4,951-69.5% | $2,544-40.7% |
| Participant deferral / active EE | $1,808 | $2,919-38.1% | $5,637-67.9% | $4,237-57.3% |
| Admin fee / account holder | $356 | $502-29.2% | $14,673-97.6% | $593-40.1% |