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 MANAGEMENT10+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $71,651 |
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $52,653 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $10,388 |
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 | $63,949 | $50,982+25.4% | $154,803-58.7% | $85,563-25.3% |
| Participation rate | 77.7% | 59.8%+17.9pp | 78.1%-0.4pp | 66.0%+11.7pp |
| Annual return | 11.77% | 30.35%-18.6pp | 58.88%-47.1pp | 31.51%-19.7pp |
| Employer contribution / active EE | $2,128 | $1,708+24.6% | $4,305-50.6% | $2,654-19.8% |
| Participant deferral / active EE | $3,393 | $2,474+37.1% | $5,540-38.8% | $4,375-22.5% |
| Admin fee / account holder | $292 | $846-65.5% | $14,329-98.0% | $834-65.0% |