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 MANAGEMENT5 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $35,997 |
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $20,005 |
MATRIX TRUST COMPANY5 years Service code 26 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Advisory (Participants) | $5,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,259 | $84,487-7.4% | $125,339-37.6% | $66,914+17.0% |
| Participation rate | 69.9% | 76.4%-6.5pp | 82.4%-12.5pp | 69.8%+0.1pp |
| Annual return | -17.13% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,973 | $3,553-16.3% | $4,814-38.2% | $2,544+16.9% |
| Participant deferral / active EE | $7,358 | $6,781+8.5% | $7,446-1.2% | $4,237+73.7% |
| Admin fee / account holder | $295 | $685-56.9% | $10,010-97.1% | $593-50.3% |