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 FINANCIAL5+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 26 · EIN 27-0435466 1601 COOPER PT RD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $116,598 |
RANDALL & HURLEY, INC.6+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201 | Recordkeeping | $25,445 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $426 |
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 | $112,998 | $127,481-11.4% | $149,696-24.5% | $90,288+25.2% |
| Participation rate | 99.7% | 78.2%+21.5pp | 82.5%+17.3pp | 73.4%+26.4pp |
| Annual return | 20.39% | 57.78%-37.4pp | 276.60%-256.2pp | 53.97%-33.6pp |
| Employer contribution / active EE | $2,422 | $3,448-29.8% | $4,644-47.9% | $2,524-4.1% |
| Participant deferral / active EE | $7,353 | $6,975+5.4% | $6,842+7.5% | $4,232+73.7% |
| Admin fee / account holder | $103 | $152-32.1% | $9,309-98.9% | $114-9.7% |