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 MANAGEMENT9 years Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $64,229 |
NWPS5 years Filed as: NWPS, INC. Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $23,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,184 | $82,917-26.2% | $103,333-40.8% | $77,643-21.2% |
| Participation rate | 99.3% | 71.6%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 21.22% | 19.13%+2.1pp | 24.88%-3.7pp | 31.24%-10.0pp |
| Employer contribution / active EE | $3,085 | $3,552-13.1% | $3,868-20.2% | $2,726+13.2% |
| Participant deferral / active EE | $7,436 | $4,108+81.0% | $5,057+47.0% | $4,647+60.0% |
| Admin fee / account holder | $159 | $638-75.1% | $8,355-98.1% | $430-63.1% |