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 MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $48,750 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 26 1215 4TH AVE SUITE 2600 · SEATTLE, WA 98161 | Advisory (Participants) | $40,030 |
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $32,125 |
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD Service code 26 · EIN 39-6037917 | Advisory (Participants) | $14,593 |
Filed as: JP MORGAN Service code 26 · EIN 13-4994650 | Advisory (Participants) | $5,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,718 | $106,028+120.4% | $146,958+59.0% | $77,643+201.0% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 18.76% | 56.73%-38.0pp | 418.34%-399.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $6,170 | $4,063+51.9% | $4,933+25.1% | $2,726+126.4% |
| Participant deferral / active EE | $9,896 | $7,990+23.9% | $8,070+22.6% | $4,647+112.9% |
| Admin fee / account holder | $259 | $337-23.3% | $12,998-98.0% | $430-39.8% |