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 9-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 |
|---|---|---|
WASHINGTON TRUST BANK4+ years Service code 99 717 W SPRAGUE AVE · SPOKANE, WA 99201 | Other Fees | $34,488 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,766 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 41 WEST RIVERSIDE AVE · SPOKANE, WA 99201 | Advisory (Participants) | $5,981 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,291 | $52,953+64.8% | $172,739-49.5% | $65,185+33.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 5.36% | 30.12%-24.8pp | 802.84%-797.5pp | 29.38%-24.0pp |
| Employer contribution / active EE | $5,427 | $2,190+147.9% | $5,143+5.5% | $2,177+149.3% |
| Participant deferral / active EE | $4,129 | $2,471+67.1% | $5,198-20.6% | $3,514+17.5% |
| Admin fee / account holder | $243 | $472-48.4% | $13,954-98.3% | $847-71.3% |