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 MANAGEMENT4 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $35,323 |
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $19,774 |
MATRIX TRUST COMPANY4 years Service code 26 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Advisory (Participants) | $5,327 |
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 | $100,946 | $104,475-3.4% | $159,436-36.7% | $79,386+27.2% |
| Participation rate | 59.9% | 76.6%-16.7pp | 82.8%-22.9pp | 70.7%-10.8pp |
| Annual return | 19.96% | 67.95%-48.0pp | 263.57%-243.6pp | 116.85%-96.9pp |
| Employer contribution / active EE | $2,473 | $3,417-27.6% | $4,829-48.8% | $2,427+1.9% |
| Participant deferral / active EE | $6,012 | $6,467-7.0% | $7,352-18.2% | $4,046+48.6% |
| Admin fee / account holder | $358 | $711-49.7% | $10,799-96.7% | $626-42.9% |