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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 925 4TH AVENUE, SUITE 200 · SEATTLE, WA 98104 | Advisory (Participants) | $29,040 |
NORTHWEST PLAN SERVICES, INC.1+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $19,301 |
MATRIX TRUST COMPANY1+ years Service code 19 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $4,485 |
WILMINGTON TRUST1+ years Service code 19 · EIN 51-0099033 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $1,457 |
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 | $61,815 | $57,108+8.2% | $94,224-34.4% | $52,331+18.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.37% | 1.47%-1.8pp | 10.68%-11.1pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,804 | $1,735+4.0% | $3,587-49.7% | $1,882-4.1% |
| Participant deferral / active EE | $3,653 | $3,040+20.2% | $4,320-15.4% | $3,022+20.9% |
| Admin fee / account holder | $325 | $546-40.4% | $6,269-94.8% | $592-45.0% |