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 BANK5+ years Service code 99 717 W SPRAGUE AVE · SPOKANE, WA 99201 | Other Fees | $34,588 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,932 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 26 41 WEST RIVERSIDE AVE · SPOKANE, WA 99201 | Advisory (Participants) | $5,425 |
Filed as: ENVESTNET ASSET MANEMENT Service code 26 35 EAST WACKER DRIVE 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Participants) | $5,386 |
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 | $80,165 | $58,879+36.2% | $178,490-55.1% | $73,488+9.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 1.76% | 24.86%-23.1pp | 151.07%-149.3pp | 28.51%-26.8pp |
| Employer contribution / active EE | $2,069 | $2,236-7.5% | $5,011-58.7% | $2,270-8.9% |
| Participant deferral / active EE | $3,799 | $2,567+48.0% | $5,202-27.0% | $3,740+1.6% |
| Admin fee / account holder | $225 | $400-43.7% | $13,984-98.4% | $513-56.1% |