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 FINANCIAL6+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 26 · EIN 27-0435466 1601 COOPER PT RD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $123,261 |
RANDALL & HURLEY, INC.7+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201 | Recordkeeping | $29,919 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $1,903 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,554 | $120,450+0.9% | $159,436-23.8% | $93,030+30.7% |
| Participation rate | 96.5% | 78.0%+18.5pp | 82.8%+13.6pp | 73.9%+22.6pp |
| Annual return | 14.40% | 27.11%-12.7pp | 263.57%-249.2pp | 158.70%-144.3pp |
| Employer contribution / active EE | $2,522 | $3,526-28.5% | $4,829-47.8% | $2,706-6.8% |
| Participant deferral / active EE | $7,995 | $7,283+9.8% | $7,352+8.7% | $4,562+75.2% |
| Admin fee / account holder | $100 | $137-27.1% | $10,799-99.1% | $152-34.2% |