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 MANAGEMENT7+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $63,469 |
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $41,063 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $8,126 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,627 | $46,292+0.7% | $143,757-67.6% | $64,808-28.1% |
| Participation rate | 76.6% | 64.2%+12.3pp | 80.3%-3.8pp | 71.5%+5.1pp |
| Annual return | -17.99% | -10.05%-7.9pp | -0.04%-18.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,424 | $1,910+79.3% | $4,951-30.9% | $2,506+36.6% |
| Participant deferral / active EE | $3,030 | $2,646+14.5% | $5,637-46.2% | $4,310-29.7% |
| Admin fee / account holder | $256 | $154+66.5% | $14,673-98.3% | $188+36.3% |