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 INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 925 4TH AVENUE, SUITE 200 · SEATTLE, WA 98104 | Advisory (Participants) | $27,595 |
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $23,442 |
MATRIX TRUST COMPANY9+ years Service code 19 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $7,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,893 | $82,978-14.6% | $129,995-45.5% | $71,457-0.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 18.70% | 20.60%-1.9pp | -137.18%+155.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,288 | $2,622-12.7% | $4,320-47.0% | $2,588-11.6% |
| Participant deferral / active EE | $4,799 | $4,432+8.3% | $5,820-17.6% | $4,289+11.9% |
| Admin fee / account holder | $299 | $1,729-82.7% | $10,614-97.2% | $1,587-81.1% |