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 | Advisory (Participants) | $60,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 26 1215 4TH AVE SUITE 2600 · SEATTLE, WA 98161 | Advisory (Participants) | $20,787 |
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD Service code 26 · EIN 39-6037917 | Advisory (Participants) | $10,591 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $5,390 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,469 | $104,317+156.4% | $159,436+67.8% | $86,799+208.1% |
| Participation rate | 86.9% | 77.7%+9.2pp | 82.8%+4.0pp | 72.3%+14.6pp |
| Annual return | 15.86% | 26.32%-10.5pp | 263.57%-247.7pp | 97.91%-82.0pp |
| Employer contribution / active EE | $4,854 | $3,451+40.7% | $4,829+0.5% | $2,405+101.8% |
| Participant deferral / active EE | $8,885 | $6,837+30.0% | $7,352+20.9% | $4,131+115.1% |
| Admin fee / account holder | $224 | $172+29.8% | $10,799-97.9% | $170+31.9% |