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 MANAGEMENT2+ years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $69,308 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $41,456 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $18,018 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 P.O. BOX 2147 · SEATTLE, WA 98111 | Accounting | $16,170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,112 | $57,921+60.8% | $84,750+9.9% | $57,658+61.5% |
| Participation rate | 98.8% | 72.9%+25.8pp | 76.6%+22.2pp | 70.2%+28.5pp |
| Annual return | 7.06% | 10.24%-3.2pp | 22.78%-15.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,243 | $2,598-13.7% | $3,574-37.2% | $1,974+13.7% |
| Participant deferral / active EE | $7,857 | $2,742+186.5% | $3,712+111.7% | $3,061+156.7% |
| Admin fee / account holder | $365 | $130+181.7% | $5,332-93.1% | $95+286.5% |