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 |
|---|---|---|
BRIGHTON JONES LLC3 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $57,121 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $31,397 |
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Contract Administrator | $10,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,026 | $88,122+4.4% | $141,162-34.8% | $67,579+36.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 27.57% | 75.40%-47.8pp | 71.39%-43.8pp | 378.56%-351.0pp |
| Employer contribution / active EE | $4,661 | $3,224+44.6% | $4,735-1.6% | $2,148+117.0% |
| Participant deferral / active EE | $6,368 | $5,958+6.9% | $6,709-5.1% | $3,539+79.9% |
| Admin fee / account holder | $310 | $131+136.9% | $10,261-97.0% | $142+117.9% |