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 | $18,033 |
LUCID ADVISORS, INC.6 years Service code 26 · EIN 91-2050140 2101 4TH AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $17,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,196 | $61,272-27.9% | $149,673-70.5% | $71,457-38.2% |
| Participation rate | 49.1% | 62.5%-13.4pp | 78.8%-29.6pp | 67.9%-18.8pp |
| Annual return | 18.47% | 35.85%-17.4pp | 134.42%-115.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,696 | $2,378-28.7% | $4,818-64.8% | $2,588-34.5% |
| Participant deferral / active EE | $1,982 | $2,917-32.1% | $5,680-65.1% | $4,289-53.8% |
| Admin fee / account holder | $289 | $1,261-77.1% | $13,210-97.8% | $1,587-81.8% |