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 MANAGEMENT9+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $64,972 |
NWPS3 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $47,889 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $8,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,622 | $50,815+5.5% | $155,509-65.5% | $77,643-30.9% |
| Participation rate | 81.8% | 63.1%+18.7pp | 78.2%+3.6pp | 70.6%+11.2pp |
| Annual return | 16.89% | 34.80%-17.9pp | 64.67%-47.8pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,014 | $1,993+1.1% | $4,672-56.9% | $2,726-26.1% |
| Participant deferral / active EE | $3,212 | $2,822+13.8% | $5,626-42.9% | $4,647-30.9% |
| Admin fee / account holder | $230 | $437-47.4% | $15,912-98.6% | $430-46.6% |