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 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $85,642 |
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $57,563 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $26,308 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 P.O. BOX 2147 · SEATTLE, WA 98111 | Accounting | $24,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,896 | $82,972+110.8% | $103,374+69.2% | $77,671+125.2% |
| Participation rate | 99.6% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 16.82% | 19.14%-2.3pp | 24.89%-8.1pp | 31.21%-14.4pp |
| Employer contribution / active EE | $5,169 | $3,554+45.4% | $3,869+33.6% | $2,726+89.6% |
| Participant deferral / active EE | $13,264 | $4,108+222.9% | $5,058+162.3% | $4,648+185.4% |
| Admin fee / account holder | $273 | $639-57.2% | $8,394-96.7% | $430-36.5% |