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 MANAGEMENT7 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $43,757 |
NWPS3 years Filed as: NWPS, INC. Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $18,648 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,954 | $106,236-56.7% | $112,228-59.1% | $64,808-29.1% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.1%+23.2pp | 71.5%+26.8pp |
| Annual return | -20.20% | -6.02%-14.2pp | 27.45%-47.7pp | 32.82%-53.0pp |
| Employer contribution / active EE | $2,420 | $3,166-23.6% | $3,635-33.4% | $2,506-3.4% |
| Participant deferral / active EE | $6,921 | $3,785+82.9% | $4,728+46.4% | $4,310+60.6% |
| Admin fee / account holder | $143 | $452-68.2% | $6,410-97.8% | $188-23.6% |