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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 925 4TH AVENUE, SUITE 200 · SEATTLE, WA 98104 | Advisory (Participants) | $47,242 |
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $22,166 |
MATRIX TRUST COMPANY10+ years Service code 19 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $5,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,424 | $88,083-3.0% | $164,813-48.2% | $74,495+14.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.47% | 17.26%-0.8pp | 69.93%-53.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,538 | $2,593-2.1% | $4,341-41.5% | $2,623-3.2% |
| Participant deferral / active EE | $5,000 | $4,498+11.2% | $6,031-17.1% | $4,346+15.1% |
| Admin fee / account holder | $394 | $2,234-82.4% | $12,690-96.9% | $1,942-79.7% |