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 MANAGEMENT8+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $56,830 |
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $41,406 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $7,220 |
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 | $48,633 | $47,126+3.2% | $149,673-67.5% | $74,419-34.6% |
| Participation rate | 82.4% | 63.4%+19.0pp | 78.8%+3.6pp | 70.7%+11.7pp |
| Annual return | 12.39% | 22.75%-10.4pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $3,515 | $1,905+84.5% | $4,818-27.0% | $2,637+33.3% |
| Participant deferral / active EE | $3,115 | $2,728+14.2% | $5,680-45.2% | $4,528-31.2% |
| Admin fee / account holder | $209 | $343-38.9% | $13,210-98.4% | $348-39.8% |