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 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $48,613 |
NORTHWEST PLAN SERVICES, INC.5+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $18,670 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $5,777 |
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 | $45,251 | $52,293-13.5% | $178,490-74.6% | $73,409-38.4% |
| Participation rate | 78.3% | 65.3%+13.0pp | 81.9%-3.6pp | 72.2%+6.2pp |
| Annual return | 3.91% | 34.75%-30.8pp | 151.07%-147.2pp | 59.29%-55.4pp |
| Employer contribution / active EE | $2,938 | $1,735+69.3% | $5,011-41.4% | $2,234+31.6% |
| Participant deferral / active EE | $2,943 | $2,332+26.2% | $5,202-43.4% | $3,805-22.7% |
| Admin fee / account holder | $179 | $127+40.6% | $13,984-98.7% | $158+13.4% |