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 MANAGEMENT5 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $31,098 |
NWPS1 year Filed as: NWPS, INC. Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $11,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,683 | $69,362-18.3% | $101,248-44.0% | $73,488-22.9% |
| Participation rate | 98.7% | 68.4%+30.3pp | 75.8%+22.9pp | 70.7%+28.0pp |
| Annual return | 27.55% | 18.46%+9.1pp | 46.47%-18.9pp | 28.51%-1.0pp |
| Employer contribution / active EE | $2,390 | $2,628-9.1% | $3,660-34.7% | $2,270+5.3% |
| Participant deferral / active EE | $6,140 | $3,300+86.1% | $4,370+40.5% | $3,740+64.2% |
| Admin fee / account holder | $139 | $704-80.2% | $5,945-97.7% | $513-72.8% |