See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATE ADV SVC3+ years Service code 27 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $13,248 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,850 |
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 | $40,620 | $65,376-37.9% | $87,100-53.4% | $65,185-37.7% |
| Participation rate | 83.7% | 75.3%+8.4pp | 76.9%+6.8pp | 70.2%+13.5pp |
| Annual return | 22.84% | 31.27%-8.4pp | 28.19%-5.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $730 | $1,822-60.0% | $2,521-71.1% | $2,177-66.5% |
| Participant deferral / active EE | $2,804 | $3,388-17.2% | $4,049-30.7% | $3,514-20.2% |
| Admin fee / account holder | $113 | $520-78.3% | $7,497-98.5% | $847-86.7% |