Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
NWPS4 years Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $48,025 |
Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 26 · EIN 65-0978008 | Advisory (Participants) | $32,735 |
MATRIX TRUST COMPANY9 years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $12,160 |
RBC WEALTH MANAGEMENT9 years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $10,517 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,222 | $92,090-34.6% | $106,201-43.3% | $77,671-22.5% |
| Participation rate | 74.2% | 81.0%-6.8pp | 75.3%-1.1pp | 70.6%+3.7pp |
| Annual return | 11.72% | 17.89%-6.2pp | 116.26%-104.5pp | 31.21%-19.5pp |
| Employer contribution / active EE | $2,006 | $3,368-40.5% | $3,170-36.7% | $2,726-26.4% |
| Participant deferral / active EE | $3,501 | $5,386-35.0% | $5,012-30.2% | $4,648-24.7% |
| Admin fee / account holder | $213 | $219-2.8% | $11,039-98.1% | $430-50.5% |