See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $24,901 |
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $7,330 |
MATRIX TRUST COMPANY2 years Service code 26 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Advisory (Participants) | $3,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,026 | $89,652-2.9% | $141,162-38.4% | $65,185+33.5% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.5%-16.8pp | 70.2%-4.5pp |
| Annual return | 30.24% | 32.79%-2.6pp | 71.39%-41.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $2,309 | $3,065-24.6% | $4,735-51.2% | $2,177+6.1% |
| Participant deferral / active EE | $5,763 | $5,691+1.3% | $6,709-14.1% | $3,514+64.0% |
| Admin fee / account holder | $284 | $569-50.0% | $10,261-97.2% | $847-66.4% |