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 MANAGEMENT4 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $25,491 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $9,705 |
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 | $46,905 | $63,114-25.7% | $92,893-49.5% | $65,185-28.0% |
| Participation rate | 95.5% | 68.8%+26.7pp | 76.0%+19.5pp | 70.2%+25.3pp |
| Annual return | 28.69% | 28.75%-0.1pp | 109.41%-80.7pp | 29.38%-0.7pp |
| Employer contribution / active EE | $2,258 | $2,571-12.2% | $3,653-38.2% | $2,177+3.7% |
| Participant deferral / active EE | $5,794 | $3,108+86.4% | $4,236+36.8% | $3,514+64.9% |
| Admin fee / account holder | $130 | $624-79.2% | $5,794-97.8% | $847-84.7% |