See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $42,188 |
NWPS2 years Filed as: NWPS, INC. Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $20,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,261 | $78,275-17.9% | $109,143-41.1% | $86,799-26.0% |
| Participation rate | 99.2% | 73.8%+25.4pp | 75.9%+23.4pp | 72.3%+27.0pp |
| Annual return | 16.34% | 19.14%-2.8pp | 25.75%-9.4pp | 97.91%-81.6pp |
| Employer contribution / active EE | $2,391 | $3,105-23.0% | $3,722-35.8% | $2,405-0.6% |
| Participant deferral / active EE | $6,804 | $3,641+86.9% | $4,653+46.2% | $4,131+64.7% |
| Admin fee / account holder | $187 | $198-5.6% | $6,752-97.2% | $170+10.5% |