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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 26 · EIN 27-0435466 1601 COOPER PT RD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $138,674 |
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201 | Recordkeeping | $26,516 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $638 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,138 | $101,523-8.3% | $141,162-34.0% | $77,787+19.7% |
| Participation rate | 96.7% | 77.4%+19.3pp | 82.5%+14.2pp | 73.2%+23.5pp |
| Annual return | 24.47% | 56.22%-31.8pp | 71.39%-46.9pp | 32.57%-8.1pp |
| Employer contribution / active EE | $2,257 | $3,341-32.5% | $4,735-52.3% | $2,504-9.9% |
| Participant deferral / active EE | $6,569 | $6,434+2.1% | $6,709-2.1% | $3,967+65.6% |
| Admin fee / account holder | $121 | $92+31.9% | $10,261-98.8% | $100+20.6% |