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 SVC3 years Filed as: FINANCIAL ADVOCATE AD SVC Service code 26 1601 COOPER PT ROAD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $19,815 |
Filed as: AMERIPRISE FINANCIAL Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $7,312 |
Employer contribution per participant 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 | $101,698 | $81,474+24.8% | $133,956-24.1% | $73,488+38.4% |
| Participation rate | 96.7% | 76.4%+20.3pp | 79.8%+16.8pp | 70.7%+26.0pp |
| Annual return | 12.64% | 19.40%-6.8pp | 45.09%-32.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $444 | $2,209-79.9% | $3,919-88.7% | $2,270-80.5% |
| Participant deferral / active EE | $4,467 | $3,786+18.0% | $5,048-11.5% | $3,740+19.5% |
| Admin fee / account holder | $226 | $713-68.3% | $8,927-97.5% | $513-55.9% |