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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.4+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $74,526 |
RBC WEALTH MANAGEMENT4+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $44,438 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $5,326 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,767 | $62,928-25.7% | $172,739-72.9% | $67,579-30.8% |
| Participation rate | 75.9% | 64.5%+11.5pp | 82.6%-6.7pp | 71.3%+4.7pp |
| Annual return | 4.74% | 30.36%-25.6pp | 802.84%-798.1pp | 378.56%-373.8pp |
| Employer contribution / active EE | $2,829 | $1,636+72.9% | $5,143-45.0% | $2,148+31.7% |
| Participant deferral / active EE | $2,889 | $2,145+34.7% | $5,198-44.4% | $3,539-18.4% |
| Admin fee / account holder | $331 | $167+98.9% | $13,954-97.6% | $142+132.9% |