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 |
|---|---|---|
AMERICAN FUNDS1+ years Service code 19 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Securities Custodian | $0 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833 | Advisory (Participants) | $0 |
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 5446 CALIFORNIA AVENUE SW, SUITE 20 · SEATTLE, WA 98136 | Contract Administrator | $0 |
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 | $185,676 | $52,884+251.1% | $84,750+119.1% | $55,167+236.6% |
| Participation rate | 93.0% | 67.5%+25.5pp | 76.6%+16.4pp | 69.0%+24.0pp |
| Annual return | -1.07% | 18.03%-19.1pp | 22.78%-23.9pp | 169.23%-170.3pp |
| Employer contribution / active EE | $7,000 | $2,233+213.4% | $3,574+95.8% | $1,963+256.7% |
| Participant deferral / active EE | $7,993 | $2,644+202.3% | $3,712+115.4% | $3,054+161.7% |
| Admin fee / account holder | $296 | $581-48.9% | $5,332-94.4% | $504-41.2% |