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 |
|---|---|---|
Filed as: FINANCIAL ADVOCATE AD SVC Service code 26 1601 COOPER PT ROAD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $23,703 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,090 |
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 | $70,293 | $66,302+6.0% | $110,238-36.2% | $56,287+24.9% |
| Participation rate | 96.5% | 74.9%+21.5pp | 79.8%+16.6pp | 69.9%+26.6pp |
| Annual return | -4.69% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,584 | $2,047-22.6% | $3,826-58.6% | $2,111-25.0% |
| Participant deferral / active EE | $4,634 | $3,381+37.0% | $4,672-0.8% | $3,350+38.3% |
| Admin fee / account holder | $304 | $698-56.5% | $8,547-96.4% | $521-41.7% |