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 FINANCIAL7+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 26 · EIN 27-0435466 1601 COOPER PT RD NW · OLYMPIA, WA 98502 | Advisory (Participants) | $74,038 |
RANDALL & HURLEY, INC.8+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201 | Recordkeeping | $40,330 |
BENSLER, LLC1 year Service code 26 · EIN 71-1004774 10900 NE 8TH ST. · BELLEVUE, WA 98004 | Advisory (Participants) | $21,052 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $1,653 |
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 | $96,422 | $95,388+1.1% | $125,339-23.1% | $77,904+23.8% |
| Participation rate | 96.9% | 78.6%+18.3pp | 82.4%+14.6pp | 73.7%+23.2pp |
| Annual return | -18.96% | 116.19%-135.2pp | 572.05%-591.0pp | 12.21%-31.2pp |
| Employer contribution / active EE | $2,638 | $3,666-28.1% | $4,814-45.2% | $2,848-7.4% |
| Participant deferral / active EE | $8,440 | $7,711+9.5% | $7,446+13.3% | $4,806+75.6% |
| Admin fee / account holder | $84 | $119-29.4% | $10,010-99.2% | $133-36.7% |