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 MANAGEMENT6+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $55,931 |
NORTHWEST PLAN SERVICES, INC.6+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $35,523 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $6,341 |
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 | $55,401 | $56,485-1.9% | $185,823-70.2% | $86,799-36.2% |
| Participation rate | 84.7% | 65.5%+19.2pp | 81.7%+3.0pp | 72.3%+12.4pp |
| Annual return | 34.04% | 118.04%-84.0pp | 122.05%-88.0pp | 97.91%-63.9pp |
| Employer contribution / active EE | $3,306 | $1,843+79.4% | $5,167-36.0% | $2,405+37.5% |
| Participant deferral / active EE | $3,301 | $2,553+29.3% | $5,568-40.7% | $4,131-20.1% |
| Admin fee / account holder | $219 | $150+46.3% | $16,237-98.7% | $170+29.0% |