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 |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $27,297 |
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $13,064 |
MATRIX TRUST COMPANY3 years Service code 26 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Advisory (Participants) | $4,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,491 | $99,957-1.5% | $149,696-34.2% | $73,488+34.0% |
| Participation rate | 67.9% | 75.7%-7.8pp | 82.5%-14.6pp | 70.7%-2.8pp |
| Annual return | 20.19% | 53.87%-33.7pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,489 | $3,191-22.0% | $4,644-46.4% | $2,270+9.7% |
| Participant deferral / active EE | $5,912 | $6,073-2.6% | $6,842-13.6% | $3,740+58.1% |
| Admin fee / account holder | $306 | $551-44.4% | $9,309-96.7% | $513-40.3% |