See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $38,637 |
NWPS6 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $33,361 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $7,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,482 | $88,890-25.2% | $102,423-35.1% | $77,643-14.4% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.5%+14.7pp | 70.6%+20.6pp |
| Annual return | 19.08% | 24.98%-5.9pp | 29.32%-10.2pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,161 | $2,698-19.9% | $3,023-28.5% | $2,726-20.7% |
| Participant deferral / active EE | $4,371 | $5,145-15.1% | $5,053-13.5% | $4,647-5.9% |
| Admin fee / account holder | $246 | $235+4.7% | $9,451-97.4% | $430-42.7% |