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 MANAGEMENT8 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $49,188 |
NWPS4 years Filed as: NWPS, INC. Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $25,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,148 | $92,971-42.8% | $96,683-45.0% | $74,419-28.6% |
| Participation rate | 98.7% | 71.5%+27.2pp | 74.3%+24.4pp | 70.7%+28.0pp |
| Annual return | 23.79% | 37.49%-13.7pp | 35.69%-11.9pp | 34.38%-10.6pp |
| Employer contribution / active EE | $2,675 | $3,426-21.9% | $3,737-28.4% | $2,637+1.4% |
| Participant deferral / active EE | $7,226 | $3,970+82.0% | $4,878+48.1% | $4,528+59.6% |
| Admin fee / account holder | $149 | $633-76.4% | $6,730-97.8% | $348-57.0% |