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 |
|---|---|---|
FINANCIAL ADVOCATE ADV SVC2 years Filed as: FINANCIAL ADVOCATE AD SVC Service code 26 1601 COOPER PT ROAD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $25,095 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,634 |
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 | $87,278 | $86,332+1.1% | $125,175-30.3% | $65,185+33.9% |
| Participation rate | 97.5% | 75.3%+22.1pp | 79.8%+17.7pp | 70.2%+27.3pp |
| Annual return | 22.93% | 27.43%-4.5pp | 43.79%-20.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,607 | $2,040-21.2% | $3,865-58.4% | $2,177-26.2% |
| Participant deferral / active EE | $4,781 | $3,537+35.2% | $4,937-3.2% | $3,514+36.1% |
| Admin fee / account holder | $316 | $609-48.1% | $9,702-96.7% | $847-62.7% |