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 LLC6 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $71,372 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $55,577 |
Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Other Services | $20,369 |
GEFFEN MESHER3 years Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $18,550 |
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 | $116,759 | $82,202+42.0% | $125,339-6.8% | $64,808+80.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -18.40% | 3.48%-21.9pp | 572.05%-590.5pp | 32.82%-51.2pp |
| Employer contribution / active EE | $5,456 | $3,615+50.9% | $4,814+13.3% | $2,506+117.7% |
| Participant deferral / active EE | $8,750 | $7,175+22.0% | $7,446+17.5% | $4,310+103.0% |
| Admin fee / account holder | $361 | $163+121.4% | $10,010-96.4% | $188+92.4% |